David Zallo

David J. Zallo 
Investment Advisor Representative. 

David comes to our firm after spending the last 27 years in the armed forces serving our country. We are grateful for his service and look forward to him bringing his experience and education to help grow our firm and serve our clients at the highest level.

Throughout his career, Dave earned two Bronze Star Medals, three Meritorious Service Medals, a Combat Action Badge, and the Parachutist Badge among various other awards. He also completed two master’s degrees (Leadership & Management and Finance – Financial Planning) and several military courses related to Field Artillery, Information Operations, and Electronic / Cyber Warfare.  

With an intent on continuing to serve and support others, David felt called to personal wealth management.  Dave is married to Dayna Zallo of Houston. They have one daughter, Bianca and a son, Anthony who both attend Bayshore Christian School in Tampa. The family are members of Christ the King Church and the Tampa Club.

Outside of work, David volunteers with several ministries, enjoys keeping in touch with friends and family, and does his best to keep up with his kids and dogs.

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