David Harpool

With 23 years of experience in the financial services industry and over 15 years as a financial advisor, I am dedicated to helping clients achieve success as they define it. As a proud member of Money Quotient and the XY Planning Network, I focus on delivering financial guidance that balances technical expertise with a deep understanding of each client’s unique values and goals.

I hold a Bachelor of Science in Corporate Finance from the University of Akron, graduating Cum Laude, and have earned the Accredited Asset Management Specialist™ (AAMS®) designation. My approach emphasizes a commitment to lifelong learning, ensuring I stay at the forefront of the financial planning profession.

My belief about money is that it should be used as a tool to accomplish and achieve things, not be the end result or ultimate goal. By combining practical strategies with a genuine passion for client empowerment, I aim to make financial planning a transformative and rewarding experience for every client. 

XYPN
AAMS
Money Quotient

Beyond the Workplace:

I love watching my two children play sports – Clayton (10) soccer, Lucilia (8) gymnastics – and our weeks are often packed with both.

Being outside energises me – playing golf, going to the beach, grilling food – anything that involves being in the sunshine makes me happy.

Cooking at home or enjoying a nice glass of wine with my wife Melissa somewhere downtown St. Pete makes for a highlight of the week.