David Spann, CRPC®

Operations Manager, Wealth Advisor

David Spann began his career with Securities America in 2010 where he earned his Series 7 and 66 Licenses to become a registered representative. By 2011 David had joined LPL Financial and was working alongside David Hanson, CFP and Managing Director of Sovereign Wealth Advisors. In 2012 David earned his general life and health insurance license. Continuing his professional education further, in September 2016 David attained his Chartered Retirement Planning Counselor designation from the College for Financial Planning.

David attended Baylor University and earned his Bachelors of Business Administration degree in Finance. David is an active member of the Crosspoint Church in Bellaire and acts as one of the League Commissioners for their Upward Basketball program.  He and his wife Blake have been married for seven years and have two children, Ethan and Allison.

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