Broker Check
David Stern

David comes to Sardelli and Hutchinson Wealth Management with over 23 years of experience in financial services, with previous tenure from some of the largest wealth management institutions in the country. He earned a Bachelor's degree in Business from Montclair State University and a graduate certificate in Administration and Management from Harvard University.

Embarking on his career in 1999, David has attentively served clients through both the best and worst market cycles.  He uses this extensive experience in his portfolio development and implementation of custom recommendations.  He takes great pride in his dedication to helping individuals meet their financial goals and reveres the long term, successful relationships he has created.  

In addition to applicable securities registrations, David holds an Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning.

His mission statement revolves around trusted and effective communication and always being available for his clients.