DAVID ALONZO
DAVID ALONZO
About Me
David is a Financial Advisor with 19 years of experience currently serving the Northwest Indiana Market. David uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team in 2006, David worked as a Financial Advisor at First Merchants Bank. David received his Bachelor of Science degree in Finance from Ball State University, in Muncie, Indiana. He is a CERTIFIED RETIREMENT COUNSELOR® and holds securities licenses 7 and 66, held through LPL Financial along with his life insurance license.
David lives in Munster with his wife and two children. In his spare time, he enjoys spending time with family and friends, coaching his children’s sports teams, gardening, and maintaining an overall active lifestyle.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management