David Rochester

David Rochester AIF®, CEPA®, RICP®

Financial Advisor
901-757-5757 ext. 1143
800-757-1059 ext. 1143

Email David

“Building Longevity in Family Wealth”

Professional Services

  • Business-owner Exit & Succession Strategies
  • Key Employee Benefits
  • Company 401(k) Retirement plans
  • Investments
  • Estate Planning
  • Retirement Preparation
  • Long-term Care insurance
  • Life & Disability Insurance

Professional Qualifications

  • Accredited Investment Fiduciary (AIF)
  • Retirement Income Certified Professional (RICP)
  • Certified Fund Specialist (CFS)
  • Series 7 & 66 Securities Registration
  • Life/Health License
  • Million Dollar Round Table (MDRT) Lifetime member
  • Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Community / Industry Involvement 

  • Member of Institute of Business and Finance (IBF)
  • Member of Financial Planning Association (FPA)
  • Member of Associated Builders and Contractors(ABC)
  • Member of Associated General Contractors(AGC)
  • Member of West TN Homebuilders Association

Personal

  • Married to Leslie and proud father to Hunter and Abigail
  • Alumnus of Mississippi State University and University of Memphis
  • Church deacon
  • Enjoys the outdoors, hunting and traveling

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least two years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

Securities and Investment Advisory Services offered through Securian Financial Services, Inc., member FINRA/SIPC. Shoemaker Financial is inde- pendently owned and operated. No. 2257927 and DOFU 10.2.1