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David C. Avery, MBA, CFP®

Comprehensive Financial Planning & Money Management
(603)547-2100 ~ info@davidaveryfp.com

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David C. Avery has been involved in the financial field since 1973. While still an undergraduate in Tulsa, Dave worked as a representative for a commodities firm. In September of 1973 he moved to New Hampshire and continued that position on a part time basis while pursuing a career as a corporate accountant.

In 1977, Dave earned his MBA from Rivier College and entered the financial field full time, starting with insurance and in the ensuing years expanding into securities and then comprehensive financial planning with his own independent practice. In 1985, he became an adjunct faculty member at New Hampshire College and the College for Financial Planning. For over twelve years he taught investment and financial planning courses at Merrimack College until he could no longer spare the time from his growing practice. In 1992, Dave became one of the few non-commission, consumer oriented investment advisors in the area and the nation.

He is a Certified Financial Planner™ practitioner, a member of The Financial Planning Association and is listed in the 1997-98 edition of Who's Who (Executives and Professionals). Until time constraints forced him to resign, he was elected to multiple terms as Trustee of Trust Funds for the Town of Francestown.

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Preferred Tax & Investment Advisors, Inc.
Registered Investment Advisor.
531 New Boston Road ~ PO Box 116
Francestown, NH 03043-0116 ~ Telephone/Fax: (603) 547-2100
E-mail: info@davidaveryfp.com


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