Branch Principal
020 3603 3313 | 07704 547 433
David.Stevens@RaymondJames.com
David is a Branch Principal of our Hanover Square branch and a Fellow of the Chartered Securities Institute.
He has spent much of the last 30 years in the City. Working in the London Insurance market for 10 years, he moved into the world of stockbroking and private client investment management in 1999, joining NCL Investments, before spending eight years each at Brewin Dolphin and JM Finn where he looked after a wide range of private client portfolios. David joined Raymond James in 2020.
David looks after private clients through the bespoke management of a wide range of portfolios for individuals and companies, including personal portfolios, ISAs, pensions, trusts (on and offshore), Investment Companies, estate planning bonds and junior ISAs and, where appropriate, working closely with the client’s intermediaries.
He is married to Louisa and they have two young children. He is a member of several sporting clubs, enjoying playing cricket for Mogador Wanderers CC and golf at Hankley Common GC. He also plays tennis and is a keen skier.