Financial Advisors

817.334.0706
800.656.0706 Toll-Free
817-334-0063 FAX

306 West 7th Street, Suite 1000
Fort Worth, Texas 76102

David Burgess was born in Gainesville, Texas but spent the majority of his childhood years living overseas in Australia, North Africa and Singapore. He attended Texas Christian University and received his Bachelor of Business Administration degree from the University of Texas at Arlington in 1980. After graduation, David worked several years for Sedco Driling Company, commuting to and from Rio De Janeiro, Brazil. He began his career in the investment brokerage industry in 1984 with Dean Witter Reynolds and went on to work for several major Wall Street firms before becoming an independent registered investment representative.

David utilizes a value based investment approach taught by Benjamin Graham and later enriched by such famous investors as Warren Buffett and William Ruane.

Market Experience
  • Downgrade of US Government Debt (2011)
  • Great Recession (2009)
  • Housing Bubble (2005)
  • Iraq War (2003)
  • Hong Kong Sars Epidemic (2002)
  • Terrorist Attacks on New York City and The Pentagon (2001)
  • Technology Bubble (1999)
  • Asian Crisis (1997)
  • Japan Bubble (1992)
  • Persian Gulf War (1990)
  • Stock Market Crash (1987)
  • Savings and Loan Crisis (1984)
Recognition

Three-year (2010, 2011, 2012) Five Star Wealth Manager award winner .

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