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David D. Brain, MBA, CLU, ChFC

David D. Brain, MBA, CLU, ChFC

Director of Advanced Planning

David has worked in financial services for over 30 years and joined Equitable in 1993. He has extensive experience helping clients understand the intricacies of life insurance products and protection strategies. He assists the firm with high net worth clients on advanced financial analysis. He primarily focuses on the use of life insurance in protecting families, estate tax planning and executive benefits. He also served for several years on the board of directors of the Society of Financial Service Professionals - Greater Philadelphia Chapter.

CA Insurance Lic. #0L71041