David C. Lackmann

CFP^®, CIMA^®, MBA
Senior Portfolio Manager

David is an Investment Manager for Raymond James Trust Private Wealth Management. David comes to Raymond James with 19 years experience in the financial services industry, having been formerly associated with LaSalle Bank and Wachovia Bank. David holds a BA in Finance, a BS in Political Science, and an MBA from the University of South Florida and is a Certified Investment Management Analyst (CIMA^®). David has earned the Certified Financial Planner (CFP^®) designation from the College of Financial Planning. David is also a Level II candidate in the Chartered Financial Analyst program (CFA).