Registered Investment Advisor
David M. Gundy
President
Welcome! David Gundy is the President of ATIA Wealth Management Group – a financial firm focused on wealth protection, financial retirement planning, and active trading. With over 24 years of experience and a loyal customer following, David has a vast knowledge base, strong integrity, and he specializes in helping individuals and small businesses work towards pursuing their financial goals.
Recognizing that each client has individual needs, Dave dedicates himself to understanding and appreciating each client’s situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans. As an independent financial adviser, he receives no finanical incentives for using any investment over another so is able to tailor his advice so it will always be in the best interest of each client.
The financial services industry, tax codes, and federal regualations are constantly changing. To service his clients to the best of his ability, Dave belongs to The Independent Excellence Group. This group helps give Dave the information needed to help his clients in ways many advisors are not able.
Dave received his bachelor’s degree at Blackburn College, majoring in Business Management. He also earned a minor in Psychology.
At a very young age, Dave knew he wanted to work in finance. When Dave was growing up he would always remember sitting on his Grandpa Tex’s lap while he traded commodities on the Chicago Board of Trade. Grandpa Tex was a seated member on the CBOT.
Dave started his investment career as an Intern at Edward Jones his senior year of college. He was hired into the PASS Program at Edward Jones after graduating college and moved to St. Louis. After Edward Jones, he took a job at AIG-VALIC where he specialized in group retirement plans. Dave was working for AIG during the housing crash of 2008 when AIG was bailed out by the Federal government. After AIG-VALIC, Dave wanted to be free of corporate America and “Too Big To Fail” and that’s when he joined ATIA Wealth Management Group and worked side-by-side with Frank Albanese for over 10 years.
Dave didn’t know at the time, but Frank worked in the the trading pits of the Chicago Board of Trade, hence the hexagon logo of ATIA Wealth. The hexagon resembles the trading pits of the CBOT. Frank and Tex were similiar in many ways – family always came first, respectful, well-mannered, and high integrity were just some of the similiarties between them. After Frank passed in in March of 2023, Dave took over the firm and is looking to expand the business.
In his spare time, Dave enjoys traveling with my fiance and 3 children to ocean front properties. Dave enjoys having memorable and fun experiences with his family has always been a priority of his. When he is not meeting with clients, Dave likes to play golf, watch the St. Louis Cardinals and Dallas Cowboys play, and listen to music and podcasts.
David’s history in Finance:
Would you believe I was working for AIG in 2008?
What a career lesson in finance! I was a financial advisor at AIG, and I was getting what seemed like 200 calls a day from people worried they were going to lose all their retirement savings. In that tumultuous time period I learned how important it is to be independent and diversified. Watching a giant in the financial industry crumble became a lesson I learned walking through it.
Credentials:
- Series 7, General Securities Representative Exam
- Series 66, Uniform Combined State Law Exam
- Series 63, Uniform Securities Agent State Law Exam
- State of Illinois Life, Health, and Variable licenses
Independent Investment Services
Retirement Planning
It may feel like a million miles away, but run some calculations and see how saving, investing, and planning can multiply your career efforts and make your retirement effortless!
A 529 plan is a tax-advantaged savings plan designed to help families and individuals save for education expenses. Whether you’re planning for your child’s college education or investing in your own further studies, a 529 plan offers a range of benefits that make it a smart choice for savvy savers.
Legacy planning is not just about wealth transfer; it’s about imparting your values, preserving your achievements, and ensuring a meaningful impact on future generations. Our expert resources will guide you through the process of creating a legacy that extends beyond financial assets, encompassing your personal values, family traditions, and philanthropic goals.
Successful trading is not just about gains; it’s also about managing risks effectively. Learn and implement risk management strategies that protect your capital and ensure a sustainable and disciplined approach to trading.
Let’s Grow Your Wealth!
Whether you need to budget to save more or change over your investment strategies for livable income, our online coursework can get you pointed in the right direction!
Being Happy
Finding your why for life, trickles down to finances and the why of how you take care of yourself, your kids, and your legacy.
Fulfilling Potential
So many oportunities have been missed, for lack of financing. So many oportunities arise when you are moving from habits and discipline. Try the “Atomic Habits for Money” course<–
Finding Balance
Making Changes
Whether it’s preparing for a layoff or job-loss, a child’s transition to college, or the legacy planning that cares for your loved ones from beyond – we have financial tools that support your goals.
My Philosophy
Together We Will
Outline your needs, tolerances and goals.
Choose the investment vehicle that’s right for you.
Keep it actively invested to hedge losses.
Congratulate you when you reach your goals!
Why Choose Us
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Articles
Financial Management Case Studies:
Atomic Habits for Success at 18
Embarking on the journey of financial independence in early adulthood often feels like traversing through a rugged terrain with unexpected twists and turns. One significant aspect of this financial journey is the Valley of Disappointment, a phase where individuals...
Atomic Money Habits for Married Couples
Embarking on the journey of financial management within the context of marriage brings a unique set of challenges and opportunities. Among these challenges lies the metaphorical landscape known as the Valley of Disappointment, where couples navigate through unmet...
Parenting: Balancing Financial Goals and Life’s Stresses
Navigating the Valley of Disappointment in Parenting Parenthood is a profound journey filled with love, joy, and challenges. Among these challenges lies the metaphorical landscape known as the Valley of Disappointment, where parents navigate through unmet financial...