David Sparks, CFP®
Designations and Licenses
David is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
David provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on meeting clients’ long-term objectives. David also provides integrated planning that includes tax and estate planning, insurance solutions and retirement planning.
David began his career in the financial industry in 2010 as an intern with Scottrade. Following his internship, he continued on at Scottrade as an investment consultant. He was later promoted to assistant branch manager and then branch manager. He later joined JP Morgan as a private client advisor in 2018. Prior to joining Mariner Wealth Advisors, he was a private wealth manager at Creative Planning.
David has a bachelor’s degree with a concentration in real estate and finance from the University of Cincinnati. He also has a master’s degree with a graduate certificate in investment management from the University of Cincinnati.
David is a member of the Wyoming, Ohio, Historical Preservation Council and the Habitat for Humanity Young Professionals. He enjoys homebrewing, woodworking and running.