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David Bumstead
VP, Business Development

With nearly 40 years of experience in the financial services industry, David is sought out for his knowledge and for finding solutions to complex scenarios. He is widely respected in the industry and a mentor to many financial advisors.

In his role as VP, Business Development, for Stonebrooke PWM, David seeks to develop referral arrangements with financial advisors who wish to enhance the services they provide to their clients by utilizing the knowledge and expertise of the Stonebrooke PWM team.

David holds several designations including Certified Financial Planner®, Chartered Life Underwriter®, Chartered Financial Consultant®, Certified Health Specialist, and Trust and Estate Practitioner.

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