The Gordon Financial Group at Morgan Stanley is an experienced and highly credentialed team. We offer a compelling combination of experience, knowledge and a disciplined process that can guide your decisions from retirement and estate planning strategies to financial planning. We provide personalized investment management that can relieve you of the day-to-day investment decisions you may not have the time or desire to make on your own. Our approach combines portfolio efficiency with active, hands-on management and monitoring in an effort to provide attractive returns commensurate with your timeframe and risk tolerance. We can also offer scalable sustainable and impact investing solutions that seek to deliver competitive financial returns, while driving positive environmental, social and governance (ESG) outcomes. David, a non-practicing attorney by training, is a sought-after source of financial advice from not only his clients, but academic institutions, trade associations and the media. He served on the faculty of the Wharton Schools CIMA Certification Program where he taught a course on ethics and wrote several textbook chapters. He is the recipient of the Investment Management Consultant Associations Kessler Award for Lasting Contributions to the Investment Consulting Industry, and the Certified Financial Planner Annual Article Award for writings in the field of Ethics and Fiduciary Investment Policy. David has been quoted in and/or written for such well known publications as US News and World Report, Smart Money, The Chicago Tribune, American Bar Association Journal and The Wall Street Journal Smart Money Magazine. David continues to give back to the industry that has given so much to him. He authored examination questions for the Certified Financial Planner, and the Federal Uniform Investment Advisor Exam licensing tests, serves as an Industry Arbitrator for the Financial Industry Regulatory Association (FINRA) and was named President Emeritus of the Greater North Shore Estate Planning Council. Interests: Yoga, Philosophy, Chess, Guitar, Cooking, Gardening, Reading, Award-Winning Goldsmith, Avid skier, Equestrian, Biking, SCCA Championship driver. 