“An investment in knowledge pays the best interest.” —Ben Franklin
As a Managing Partner and Chief Investment Officer of Beauport Financial Services, I take responsibility in overseeing and protecting the wealth of our valued clients. With over 30 years of experience, I provide comprehensive investment, estate, and retirement planning with a focus on risk management. I have earned the prestigious, Chartered Life Underwriter (CLU®) designation from The American College (Bryn Mawr, PA). In addition, I hold the FINRA Series 7, 24, 63, and 66 registrations as well as licenses for Life, Health, Annuities and Variable Insurance.
Professional Associations & Philanthropy
- Essex County Estate Planning Council, Member
- National Association of Insurance and Financial Advisors, Boston Chapter.
- Westhaven Orphanage The McKechnie family teams with Valmark Securities, Inc. members each year to make needed improvements to the Jamaican orphanage.
- North Shore YMCA, Board of Directors 1986-2011, 2013-present
- Cape Ann YMCA, Capital Campaign Chair 2015-present
- Essex County Community Foundation, Advisory Board 2013-present, Chairman of Advisory Board October 2016- present
- Shriners Burns Hospital for Children, Member Board of Trustees, Boston 2003-2012, Chairman of the Board 2010-
2012, Emeritus Member 2013 to present
- Gloucester Rotary Club, Member 1987-present, Past President 2001-2002
Education
- University Of Vermont, BA Economics
- The American College, Chartered Life Underwriter
Away From the Office
David resides in Gloucester with his wife, Elaine. They have two sons.
