David M. Obst Senior Wealth Strategist
Joined Northern Trust
Education
- Bachelor of Social Science and Majors in Business and Psychology from Cornell College
Credentials
- Holds a series 7 and 63 FINRA licenses
Expertise
David has 30 years of experience working with clients. He has developed strong listening skills and the broad base of knowledge necessary to ask impactful questions allowing him to navigate the path to creating successful, customized plans. With 18 years of experience at Northern Trust, he has a deep understanding of the range of solutions available which allows him to access the appropriate blend of resources necessary for each unique client relationship. He has developed a specialty in working with complex situations involving liquidity events, asset consolidations, and retirement planning.
Experience
David is a Senior Vice President and Senior Wealth Strategist for the Broward County, Florida region of Northern Trust. He has served in this capacity for Northern since 1998. His primary focus is on working with clients, in the context of our Goals Driven Wealth Management philosophy, on the articulation and development of financial life goals and the creation of a customized portfolio and estate planning to achieve the goals.
Community Involvement
David currently serves as Board Member of the First Tee of Broward County and previously served as past President.