President & CEO, ATIA Wealth Management Group

David M. Gundy

Welcome to ATIA Wealth where visionary leadership meets unparalleled financial expertise. I am honored to serve as the President and CEO of our esteemed firm.

About Me:

With over 23 years of experience in the financial industry, I have dedicated my career to empowering individuals and businesses to achieve their financial goals. As a seasoned investment advisor, I bring a strategic vision and a commitment to excellence in every aspect of wealth management.

Leadership Philosophy:

As the President and CEO, I believe in a client-centric approach, where trust, transparency, and tailored solutions form the foundation of our services. My leadership philosophy is rooted in the belief that financial success is achieved through a combination of astute market insights, disciplined investment strategies, and a deep understanding of each client’s unique objectives.

Professional Journey:

Prior to joing ATIA Wealth Management Group, I held key leadership roles in reputable financial institutions, shaping my expertise in risk management, portfolio optimization, and wealth preservation. My journey has been marked by a passion for staying ahead of market trends and a dedication to delivering unparalleled value to my clients.

Vision for ATIA Wealth:

As the driving force behind our firm, my vision is to continue being at the forefront of innovation in the financial landscape. ATIA Wealth is not just a service provider; it is a partner on your financial journey, offering insights, guidance, and a commitment to your prosperity.

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

Connect with Me:

I am enthusiastic about building lasting relationships with our clients. Feel free to connect with me on [LinkedIn] for insights, market updates, and to join the conversation on securing your financial future.

Thank you for considering ATIA Wealth. I look forward to embarking on this financial journey with you.

David M. Gundy
President & CEO
ATIA Wealth Management Group

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What Brought David to Finance?

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My Story

My Services

Retirement Planning

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College Savings

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Legacy & Estate

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Finance Coaching

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Let’s Grow!

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Learn More

Being Happy

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Fulfilling Potential

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Finding Balance

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Making Changes

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My Philosophy

Together We Will

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Igor Landry

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Rehaan Whitfield

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Why Choose Us

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