David Legus, MBA

Shareholder, Managing Director - Florida Office


David’s grandfather told him, “No one ever became poor by being nice.” Well, that seems like a wonderful place to start. From the moment you meet David you realize you are speaking with one of the kindest individuals you’ll ever meet … matched with a strong intellect and an innate drive to perfection and it’s easy to see how he has achieved success in his 25+ year career.

Before entering financial services, David got his start in management consulting where had the opportunity to work with world-class organizations of Fortune 500 companies and the visionaries running them. During that time, he took a keen interest in getting to know their personal stories and what drove them to success. This same curiosity, along with a history of genuinely wanting to help, has proven to be an excellent foundation for working with families to provide thoughtful advice for more than a decade.

David believes in the power of inspiration and serves formally and informally as a mentor to help spark that inspiration in others and the community. Originally from Minnesota, David has called Naples home for nearly 9 years.


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)


First Tee of Naples, Board Member (Current)
Immokalee Foundation, Past Board Member (2018-2021)