David Sherwood

VP of Investment Services
David Sherwood

Email • cco@greenbergfinancial.com

Dave has been in the financial services industry since arriving in Tucson in September of 1972. After 9 years at Pima Savings & Loan Dave joined E.F. Hutton in August of 1981 and has been a registered investment executive since that time. Dave has been active in many civic organizations and he joined the Greenberg Financial Group in March of 2002.

Professional Designations/Licenses

  • Series 4 Registered Options Principal License
  • Series 7 General Securities Registered Representative License
  • Series 24 General Securities Principal License
  • Series 55 Limited Representative – Equity Trader
  • Series 63 Uniform Securities Agent State Law Exam
  • Series 65 Uniform Investment Advisors Law Exam
  • Arizona Life and Annuity License