Our Wealth Management Advisors

David A. Marcus is a seasoned financial professional with over 40 years of experience in financial planning, investment advising, insurance brokerage, estate planning and employee benefits. As a Certified Financial Planner^® (CFP^®), David leads NFP’s efforts to provide clear, focused financial solutions tailored to the unique needs of individuals, families and business owners.​

In his current role at NFP, David draws on his extensive experience to offer strategic advice in areas such as business and estate planning, wealth preservation and financial strategies that address the evolving needs of his clients. His deep commitment to excellence and his passion for staying on top of the ever-changing financial landscape ensure that his clients receive the highest level of expertise.​

Before joining NFP in January 2023, David founded David A. Marcus and Associates, which was a recognized leader in financial and insurance planning for over 43 years. Under his leadership, the firm specialized in helping clients protect their wealth while creating long-term, sustainable futures. Prior to this, David worked as a sales and financial planner at Pacific Mutual, where he achieved top salesperson status for nearly a decade.​

David earned his undergraduate degree in business administration and prelaw with honors from Arizona State University and completed his CFP^® certification at Roosevelt University. He holds several licenses, including Series 7, Series 63, Series SEI and certifications in life, accident and health insurance.​

David’s commitment to excellence is evident not only in his career but also in his personal life. He resides in Highland Park, IL, and Paradise Valley, AZ, and enjoys activities such as boating, pickleball, tennis and dancing. He is married and has four children and six grandchildren.