David Rossett, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor


David Rossett has been a part of the financial services industry since 1988.
He is a graduate of the State University of NY (Stony Brook) with a Bachelor of Arts degree in Psychology.
Associations and Memberships
National Association of Insurance and Financial Advisors: 2012-2017
MDRT LogoMillion Dollar Round Table
Qualifying Member: 1996, 1999-2006
Qualifying Life Member: 2008-2017


Client Events

Relationships with my clients are a primary focus in my practice and I enjoy having the opportunity to build stronger bonds outside of the office.

Markowitz Holiday Cooking


Jim Andi Rossett


Rossett Chopping
We all had a great time creating a delicious meal and sharing food and conversation.
Rossett With Clients
A recent Women & Finance event proved to be informative and fun!
Pres Cup Group


Charity Golf Group
Celebrating time on the golf course both observing the pros and playing.

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