Qualifications

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

 

David Remey Financial Advisor Stifel Daytona Beach FL

David S. Remey, CFP®, CIMA®, CPA, is a Senior Vice President/Investments in Stifel's Daytona Beach, Florida, office. He has more than 34 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. To further his knowledge and areas of expertise, David attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification from the College for Financial Planning and the Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Planning InsituteTM, formerly known as Investment Management Consultants Association. With extensive knowledge in retirement planning strategies and investment-related aspects of estate planning, David has the expertise to meet the standards of high-net-worth individuals, professionals, business owners, retirees, and charitable foundations 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 individual clients that take into account their own investment needs, risk tolerance, tax liabilities, and personal considerations that might impact their investment decisions. Through a consistent commitment to excellence, he has built a solid clientele. His business thrives on referrals from satisfied clients and professionals.

David resides in Ormond Beach and enjoys spending time with family and friends, attending church, and serving the community.

 

Caren Cardin Stifel Daytona Beach Florida LPGACaren L. Cardin, AAMS®, Senior Registered Client Service Associate, began her financial services industry career in 1997. 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 client-specific asset allocation models as well as periodic review of clients existing portfolios. She is available to assist clients with service-related aspects of their accounts, including accepting unsolicited trade orders as well as coordinating David's recommendations to clients' portfolios. Her support role is vital to provide each client with the personal attention they deserve. 

Caren lives in Daytona Beach. She enjoys spending time with her children and grandchildren, traveling, and reading. 

 

Robin Riddle Stifel Daytona Beach FloridaRobin Riddle, Registered Client Service Associatebegan her financial services career in 2000 in the banking industry.  She specializes in client service and is an integral asset to the team.  Her duties are many and varied, including handling daily client communications, preparing documents for opening new accounts, and ensuring each has been submitted correctly, keeping clients informed of their responsibility related to taking required minimum distributions (RMDs) from their retirement accounts, facilitating check requests and electronic cash transactions, and assisting with client review preparation.  She is actively involved in daily communication with clients, answering account-related questions, and resolving client service issues as effectively as possible.

Robin and her sons have been long-time Ormond Beach residents.  She enjoys traveling, spending time with her family, and participating in community sports. 

 

 

 

 

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