David M. Gates

As an investment adviser representative, David feels that it is a privilege working with you to chart a path toward your financial and personal goals.  He promises to work diligently to earn your trust and confidence, develop clear and realistic plans and help optimize your investment portfolio as we pursue your objectives.

After earning a BA in Economics from the University of Vermont and an MBA from the Stern Graduate School of Business at NYU, the first 12 years of his professional life was in Institutional Bond Sales on Wall Street.  After transitioning his family to their weekend home over 30 years ago, he has been providing financial planning services to individuals and small businesses from offices in Manchester Center, VT.  He is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, as well. 

Away from the office, he serves on the Board of Directors of the Bromley Outing Club, a member of the United Church of Dorset and E. Rupert, Chair of the Investment Committee at the Keewaydin Foundation and enjoys being a JISP instructor at Bromley Mountain in the winter.  David lives in Manchester with his wife, Stacy.  They have two grown children, Kinsey and Jamison.  In addition to family, his loves include golf, paddle tennis, skiing, fishing, hunting and mountain biking..