Progressive Asset Management

CONNECT

Address:

47 River Street Ste 100
Wellesley, MA 02481

Phone:

781- 239-1187,Toll-Free: 800-327-7003

Fax/Other:

781-239-0288

David Zwick

David Zwick

Financial Advisor

David Zwick is a Financial Advisor who joined Progressive Asset Management/Boston in 2012, after completing his MBA at Babson College. His clients include individuals, families, and organizations who benefit from his experience in tailoring risk-appropriate portfolios that reflect their individual principles and promote social and environmental justice.

Prior to joining the Progressive Asset Management team, David was a tenured business teacher and ran a work-based learning program for high school students in Rochester, NY.  Throughout his career, David has expressed his conviction that business should be a foundation for community, social justice, and environmental stewardship.

David developed a love of the outdoors, especially skiing, snowboarding, and sailing while growing up in western New York. He holds an MBA from Babson College, an MS in Education Administration from St. John Fisher College, an MS in Business Education from Nazareth College and a BS in Hospitality Management from the University of New Hampshire. He holds Series 7 and 66 professional registrations.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck