David Sherwood

VP - Investments and Portfolio Management
Financial Advisor
Greenberg Financial Group

Dave Sherwood moved to Tucson in 1972 after graduating from Black Hills State College, in South Dakota. Armed with his Bachelor of Science in business degree, he began his career in financial services as a management trainee with Pima Savings and Loan.  Over the next 9 years he rose to become the youngest Vice President in bank history and in 1979 was named Employee of the Year for Pima’s 1500 person holding company.

In 1981 he joined E F Hutton as a financial consultant and found his niche. Dave has been active in the community and has served on numerous Boards and committees.

Fun Facts:

  • Dave loves the desert lifestyle, even snakes.
  • He is an avid hiker.
  • He enjoys running and cycling.
  • He and his wife cherish spending time with their daughter and two grandchildren in Los Angeles.

I joined the Greenberg Financial Group in 2002 to be aligned with a local money manager who is both an RIA and a broker dealer. But more than that, I wanted to work with a company built on integrity and vision, one who puts the client first.

Licenses:

Series 4 Registered Options Principal
Series 7 General Securities Registered Representative
Series 24 General Securities Principal
Series 57 Securities Trader Representative
Series 63 Uniform Securities Agent State Law
Arizona Life Insurance and Annuity

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