David T. Griffith
President and CEO
Phone: 315-797-0130
Email: dtgriffith@mgriffithinc.com
David, the current President and CEO of M. Griffith Investment Services, joined his family's firm in 1968. He has since built a business that manages over $1.3 billion in client assets. David assists high net worth individuals, corporations (and their retirement plans), and non-profit organizations reach their financial goals. He helps his clients clearly define their financial objectives, then creates an investment structure compatible with the amount of risk each client wishes to assume. Once the strategy is implemented, David meets regularly with each client to ensure the plan is on track. The philosophy of client-centered relationships is one David has spread throughout the entire firm, and one of the reasons M. Griffith has continued to grow throughout its 60-year history.
David holds a Bachelor's Degree in Finance from the Wallace E. Carroll School of Management at Boston College, and has been an FPA (Financial Planning Association) member since 1995. He holds his Life, Accident & Health Insurance license, and his Variable Life/Variable Annuities license. He is also a Financials & Operations, Options, and Municipal Securities Principal. He specializes in fee-based investment management services; corporate retirement plan services; individual retirement & estate planning; and life & long term care insurance.