Dave Alves

Dave is a seasoned Financial Professional with 16 years of experience in the financial industry. Throughout Dave’s career, he worked with stakeholders across all departments of various brokerage firms while managing operations and trading. He has developed a keen understanding of the inner workings on how financial institutions operate, their systems and regulation. Dave holds the NH Life, Accident & Health, FINRA series 4, 7, 24, 53 and 66 licenses. 

In 2023, Dave had moved into a wealth manager role, he works closely with clients providing expert guidance and support. He also works with the Cantella wealth management team, a collective of highly skilled financial service professionals. In this role, he leverages his extensive experience to contribute to the team's strengths and expertise, providing personalized wealth management services to clients.
 

He lives in Southern New Hampshire with his wife Jennifer and his son.