David Lex Financial Advisor in Mequon, WI 53092

David is a Financial Advisor with eleven years of experience currently serving the Ozaukee and Milwaukee County areas. With a focus on helping those looking to grow and protect their wealth, Steve develops customized financial plans tailored to the specific needs of each client.

Prior to joining the BMO Investment Services team, David earned a hospitality and management degree from Purdue University, in West Lafayette, Indiana. He is a CERTIFIED FINANCIAL PLANNER™ and holds a series 7 securities license, held through LPL Financial along with his life insurance license.

David is a past board member for the Digestive Disease Center at the Medical College of Wisconsin.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management