David Rankin joined the Private Client Group at Fisher Investments in 2013 to serve families and individuals of significant wealth throughout Indiana and Ohio. As a Vice President, David regularly meets with clients and interested parties in their hometowns to discuss Fisher’s latest strategies and advice for today’s volatile investment environment.
Prior to joining Fisher Investments, David worked as a financial advisor for nearly 17 years with Robert W. Baird & Company and Merrill Lynch. He earned his Certified Financial Planner™ (CFP®) accreditation in 2005 and worked extensively in retirement planning, estate planning and numerous investment areas for hundreds of Hoosiers during his career. This has given him the experience and expertise to help investors understand the many options available and discern which may be best for them, according to their personal goals and objectives. David will provide a thorough analysis and review of your holdings to determine whether Fisher Investments is the right fit for your portfolio needs.
David is married to Shea; they have 3 school-aged children and live in Fishers, Indiana.
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