DAVID GOLDSTEIN, MBA
Private Wealth Financial Advisor, Managing Partner
As a Financial Advisor with more than two decades of experience, I believe in taking a holistic approach when advising my clients and their financial future. My primary goal is to provide comprehensive financial advice and portfolio risk management customized to each client’s unique needs, delivered with the utmost professional integrity.
As a Private Wealth Financial Advisor, I continue my long-standing practice of leveraging our partnerships with professionals and subject-matter experts in related fields, to help provide strategies as sophisticated as my clients’ needs. My primary objective is to help ensure each client receives the advice and service that they require, whatever stage of life they are in. Additionally, I can provide direct access to Wells Fargo affiliates, such as private banking, trust and fiduciary services, mortgage banking, insurance, as well as commercial lending.
In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by Financial Advisors serving high-net-worth individuals, families, foundations and institutions. I’ve also been recognized as a Forbes Best-in-State Wealth Advisor from 2019 through 2024 and a Wells Fargo Advisors Platinum Council from 2015 to 2024.
I have attained a Bachelor of Arts degree in communications, as well as a Masters in Business Administration from Jacksonville University. I also take part annually in several continuing professional educational opportunities to stay as current as possible with market trends.
My wife Sheri and I are residence of Ponte Vedra, and love to spend leisure time playing tennis, distance running, skiing, fishing and just enjoying the great outdoors with our two sons, Jake and Owen.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.



ACCOLADES
David Goldstein named as one of the Forbes Best-in-State Wealth Advisors. 2019 - 2024
Forbes Best-in-State Wealth Advisors 2024
2023 AdvisorHub Advisor to Watch
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Source: Advisorhub.com. 2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from December 31, 2021 to December 31, 2022. The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.