David L. Downs, CFP® ChFC CLU

Hello, my name is David L. Downs. Welcome to my site! I appreciate the time you have taken to visit and I'm confident you will find something of value in these pages.

My education, experience and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. 

Working together, we will formulate a strategy addressing your specific needs and goals. Once the strategy is developed, I will then recommend the appropriate products and services to help you execute your strategy.

A solid sense of community as well as professional foundation are very important to me. My community activities and professional affiliations include:

2008 Gala Sponsership & Underwriting Chair, Children's Advocacy Center

2007 Gala Auction Chair, Children's Advocacy Center

Member, Plano Chamber of Commerce

Team In Training Participant & Mentor, Benefitting Leukemia & Lymphoma Society

Board Member, Plano Youth Leadership

Charity Cast Member, Live From Collin County

Past President of the Board of CITY House

Past Treasurer of the Leadership Plano Board of Directors

To stay at the top of my field and continue to develop my professional skills, I regularly attend training and certification programs. Some of these include:

 

• CERTIFIED FINANCIAL PLANNER™
  
• Chartered Financial Consultant, a professional designation of the American College 
  
• FINRA securities registrations: Series 7, 63, 65, 24 and 53
  
• State of Texas Life and Health Insurance License
  

Thanks for visiting.  

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 CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

  AXA Advisors, LLC, is an Equal Opportunity and Affirmative Action Employer - M/F/D/V