David brings more than 25 years of investment industry experience to the Harris Buccheri Wealth Management Group.  He has built a distinguished career by adhering to two key principles: putting his clients’ interests first and providing exceptional personal service.  In addition to providing traditional investment guidance, he utilizes the Stifel Solutions Program, a discretionary advisory services program, which may incorporate individual stocks and bonds, Stifel model portfolios, and third-party investment strategies.  In order to manage investment portfolios for clients on a discretionary basis through Stifel’s Solutions Program, David has met specialized criteria, including sustained tenure in the investment industry, a well-developed investment philosophy and process, and experience in managing portfolios on a discretionary basis.

David earned an MBA in Finance from Loyola College and a Ph.D. in Psychology from Grand Canyon University.  He holds Series 7, 63, and 65 securities licenses.  Outside the office, David is a father to three children and resides in Bel Air, Maryland.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Chris has nearly 35 years of experience in the investment industry.  He specializes in developing creative retirement strategies for individuals and businesses.  As a Portfolio Manager – Solutions Program, he utilizes the Stifel Solutions Program in an effort to streamline trading and portfolio management.  The Solutions program has specific criteria that must be met before receiving approval to personally manage investments for clients, such as sustained tenure in the investment industry, well-developed investment philosophy and process, and previous experience managing portfolios on a discretionary basis.   

Chris is a lifetime member of the International Honors Society of Economics.  He has also earned the CERTIFIED FINANCIAL PLANNER™ certification and holds Series 6, 7, 63, and 65 securities licenses.

Active in his community, Chris has served as a volunteer speaker for the Chesapeake Bay Foundation, chairman of the Immaculate Heart of Mary Faith Formation Committee, and Parish Pastoral Council.  He is a member of the Ave Maria Founders Club and the Knights of Columbus and was a licensed Maryland foster parent.  

Chris resides in Ave Maria, Florida, with his wife, Roseanne, and their five children.  When time permits, he enjoys coaching baseball and playing tennis.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Dale joined the Harris Buccheri Wealth Management Group in 2022.  He focuses on building flexible investment plans and risk management strategies while seeking to mitigate risk to his clients’ capital during unfavorable market conditions.  He believes that investors should be comfortable with their overall plan in all market environments and, as such, is committed to delivering a high level of communication to his clients throughout the relationship.

Dale earned a Bachelor of Science in Psychology from St. Mary’s College of Maryland and earned Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  Outside the office, Dale is a middle school basketball coach at Patterson Mill.

Linda has been in the financial services industry since 1997 and joined the team with Stifel in 2018.  She is committed to providing a high level of service and works hard to make sure clients have a smooth experience when it comes to transitioning assets and handling administrative matters. 

Linda resides in Bel Air, Maryland, with her husband and four children.