David Clark serves as First Vice President at Boggs & Company, bringing more than 25 years of experience in financial services and wealth management. He specializes in helping individuals, families, and business owners design, implement, and maintain customized investment strategies tailored to their long-term goals.
Before joining Boggs & Company, David was a Senior Wealth Advisor at XML Financial Group, where he worked extensively with clients on comprehensive planning. He also spent over 17 years with Collins Investment Group, a division of XML, focusing on retirement planning and small business solutions. Earlier in his career, David held leadership and advisory roles as Operations and Compliance Manager at Wells Fargo Advisors’ Bethesda office and as a Financial Advisor with Raymond James in Ellicott City.
David holds FINRA Series 7, 9, 10, 63, and 65 registrations held through LPL Financial. His approach emphasizes three core areas:
- Coordinating investment planning and presentations
- Analyzing mutual fund performance and research
- Delivering clear, actionable investment recommendations
A lifelong Maryland resident, David lives in Damascus with his wife, Jackie, and their two children. He is active in his community, coaching youth softball and baseball with the Damascus Sports Association and the Olney Boys & Girls Club (OBGC). In his free time, he enjoys spending time with family and cheering on the Baltimore Orioles and the Washington Commanders.
