David L. Riggs

  

 Client Services

David brings the Wagley Investment Advisors philosophy of close client relationships to Mutual Financial Advisors. He believes investments should not only fit clients' financial goals but their personalities too, in order to make them more comfortable with their investment program. Periodic account reviews and frequent contact in person, by telephone, or by e-mail are essential to help keep clients informed and engaged in their investment process.

 

In the past, David has held licenses as a general securities representative, a general securities principal, and a commodity futures representative. Since 1991 he has been a registered investment advisor representative and is licensed for life insurance. His best qualification is his more than twenty years of experience helping people find the right investments for their unique needs.

 

David holds a B.S. degree in Marketing from Ball State University. He and his wife Kathy reside in Delaware County and have three children.