David Legus, MBA

Shareholder, Managing Director - Florida Office


David Legus has worked with business leaders and entrepreneurs for over 30 years. Before entering financial services, he got his start in management consulting where he not only had the opportunity to work with world-class organizations, but also the executives and visionaries running them.  During that time he took a keen interest in getting to know their personal stories and what drove them to be successful. This same curiosity, along with a history of genuinely wanting to help, has proven to be an excellent foundation for working with families in the process of providing thoughtful advice and managing their wealth.

A native of Edina, Minnesota, David has been living in Naples, Florida since 2013.


The Anderson School at UCLA
MBA, Finance/Strategy/Marketing (1997)

University of Notre Dame
BBA, Finance (1990)


Managing Director, Florida Office, 2016 – Present

U.S. Bank, The Private Client Reserve
Vice President, 2011 – 2016

Bernstein Global Wealth Management
Vice President, 2009 – 2011

The Lusso Collection
Director of Sales, Property Acquisition & Business Development, 2004 – 2008

Peppers & Rogers Group
Manager/Senior Consultant, 2001 – 2004

CIVISnet Corporation
Strategy, Marketing, & Business Development, 1999 – 2001

Cap Gemini
Senior Consultant / Senior Analyst / Analyst, 1992 – 1999

Target Corporation
Business Analyst, 1990-1992


Securities Licenses Series 7, 31, 65 and 66 (inactive)


Immokalee Foundation, Board Member
Winged Foot Scholarship Foundation of Naples, Board Member
Community Foundation of Collier County, Professional Advisor Council


Golf, fishing, film, Peloton and travel