David Fix
David Fix

David Fix Wealth Strategist

Education

  • BS from Arizona State University from the School of Liberal Arts and Sciences

Credentials

  • Financial Industry Regulatory Authority Licensed - Series 7 and 63
  • Fox Valley Estate Planning Council and Midwest Business Brokers and Intermediaries membership

Expertise

As a Vice President in Northern Trust's Wealth Management group, David develops new investment & fiduciary business with high net worth clients and their families. Using a unique goals driven planning approach, David works with his Wealth Management partners to optimize client's investment portfolio efficiency through a personal asset allocation. David also consults regularly with mutual client advisors including numerous attorneys and accountants.

Experience

David has over twenty years experience in the financial services industry. Including roles as a Financial Consultant at Merrill Lynch and as an advisor at William Blair's Private Investor Department as a discretionary money manager.
Further experience as a business owner, David oversaw three retail stores, 22 staff members and more than $2 million in annual sales at Endure It! Sports LLC. The business focused on the needs of competitive triathletes, bikers, runners, swimmers, and yoga enthusiasts.

Community Involvement

David currently  provides a non-active consultant role for Endure It!