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Senior Vice President, Investments.

DAVID.TRUNECEK@RAYMONDJAMES.COM

 

David Trunecek joined Raymond James in August 2013. He focuses on total wealth management for a select group of high net worth individuals and helps them by first, analyzing then allocating while focusing on preserving their wealth. David draws on his extensive experience coupled with Raymond James vast resources and tradition of outstanding world-class wealth management to personalize strategic solutions to meet the needs of his clients.

In 1999, after attending college in New York, David went into the financial services industry. During his tenure he has worked with firms both in New York and California, including Morgan Stanley. Over the last ten years David has managed up to $60 million in assets under management, for hundreds of US households & small businesses. His educational background and experience has provided an understanding of several broad areas of personal and business economics. David offers a comprehensive range of services including, Professional Asset Management, General Investments: Portfolio Management, Asset Allocation: Risk Management, Individual Retirement & College Planning, Face to Face & Media Ongoing Proactive Communication, Inheritances, Trusts & Estates, Cash Flow Management & Discipline. David holds the Series 7, 63, 65 & 31 securities licenses as well as a CA life insurance license.

His favorite activity is spending time in his local community of Laguna Beach, CA, where he is very active civically, contributing financially and with his time to many causes. David also enjoys spinning, hiking, practicing yoga and trying different types of cuisine. He also enjoys traveling all over the world, including his country of origin; the Czech Republic, Europe & remote places such as The Kingdom of Bhutan & parts of South America.