David Berman, AIF

David Berman, AIF

President/Wealth Advisor

David Berman’s comprehensive approach helps ensure that each client’s entire financial world, including retirement planning, investments, risk management, and estate planning, all works together. The CWS advice process enables clients to see how all of these areas are interrelated, helping them make wise financial decisions. When appropriate, David calls upon other industry experts with whom he has relationships.

David began his career with the former Dean Witter in 1991 and was promoted in 1996 to branch manager in what became the Morgan Stanley office in Knoxville. Then in 2001, David moved to UBS Financial Services’ downtown office. Finally, in February 2010, David left to begin his own wealth advisory business, Comprehensive Wealth Solutions, and is an investment adviser representative of Commonwealth Financial Network®, Member FINRA/SIPC, a registered investment adviser.

Qualifications and Affiliations

  • Accredited Investment Fiduciary® (AIF®), 2014
  • BS in marketing, University of Tennessee
  • FINRA Series 7, 8, 31, 63, and 65 securities registrations
  • Wharton School, Management Development Program
  • American Cancer Society Charity Golf Tournament, past chairman
  • Knoxville Business Association
  • Fox Den Country Club, past board member


Personal

David and his wife, Susan, who is a pharmacist, have lived in Knoxville since 1989. They have two grown daughters, Hannah and Claire. When David is not working or spending time with the girls, he likes to play golf at Fox Den Country Club. Occasionally, he even finds time to go snow skiing or fishing!

David Berman is proud to have been recognized as a Business Experience advisor for 2023—a distinction based on annual productionthat places him among the top 55percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.