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David Cooksey, CFP®, CPA
David joined CFG in 1996 and specializes in designing customized financial, investment and estate plans for executives, professionals and business owners. Previously he was an account manager with Ayco Corp. in Atlanta, GA. In addition, he was head of the Personal Financial Counseling department of the Philadelphia office of Ernst and Young.
David has extensive experience with personal financial counseling, both domestically and internationally. He is a member of the American Institute of Certified Public Accountants (AICPA).
He earned a BS in Economics and an MBA from Arizona State University and an MS in Taxation from Temple University.
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Creative Financial Group (“CFG”) is a division of Synovus Securities, Inc (“SSI”), member FINRA/SIPC. Prior to January 1, 2011, CFG was a separate registered investment adviser affiliate of SSI. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck