Qualifications

The Remey Wealth Advisory Group utilizes a team approach to provide you with the utmost in personal service, attention, and professionalism.

David S. Remey, CPA, CFP®, CIMA®, is a Senior Vice President/Investments in David Remey Financial Advisor Stifel Daytona Beach FLStifel's Daytona Beach, Florida office. He has more than 30 years of experience in the financial services industry.

David graduated from the University of Central Florida with a double major in finance and accountancy. He began his career as a Certified Public Accountant (CPA) prior to entering the investment industry. David also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Certified Investment Management Analyst? (CIMA®) designation, which he received by attending the prestigious Wharton School of Business. Extensive knowledge in retirement planning and investment-related aspects of estate planning strategies allows David to meet the standards of high net worth individuals, professionals, business owners, and retirees who are serious about building and preserving wealth. David is interested in long-term relationships, not individual transactions. He works toward forming these relationships by designing detailed financial strategies for each individual client that takes into account their own investment needs, risk tolerance, tax liabilities, and personal considerations that might impact their investment decisions. Through consistent commitment to excellence, he has built a solid clientele. His business thrives on referrals from satisfied clients and professionals.

David and his wife, Dee, reside in Ormond Beach and are the proud parents of four children. David enjoys spending time with family and friends, attending church, and serving the community by being a board member of a local foundation board.

Iris Cooper Stifel Daytona Beach Florida

Iris M. Cooper, Registered Client Service Associate, began her financial services industry career in 1988. She has spent the majority of her career working alongside David. She is responsible for managing all client service matters, including trading and portfolio rebalancing. Her support role is vital to provide each client with the personal attention they deserve.

Iris and her husband are long-time Ormond Beach residents. In her spare time, Iris enjoys bike riding, reading, and working in her yard.
 


 



Caren Cardin Stifel Daytona Beach Florida LPGACaren L. Cardin, AAMS®, Registered Client Service Associate, began her financial services industry career in 1998. She has spent the majority of her career working alongside David. She has the responsibility of assisting David with the investment planning process. She earned the Accredited Asset Management SpecialistSM designation from the College for Financial Planning. This certification enhances her ability to work with asset allocation strategies both during the initial development of your specific asset allocation model as well as ongoing monitoring of clients existing portfolios. She manages the group's schedule and is also available to assist with the administrative aspects of clients' accounts, including calling with David's recommendations to clients' portfolios.

Caren and her husband live in Port Orange. She enjoys spending time with her children and grandchildren, traveling, reading, and lounging poolside.

 

 

Stifel does not provide tax or legal advice. 
Y
ou should consult with your tax or legal advisor regarding your particular situation.