Dave is the Lead Advisor and Principle at Georgia Advisory Group which is a Registered Investment Advisory Firm. He currently holds a series 66, 6, 63 and 24 License and in addition has been licensed in the insurance industry since 1982.
Married for 39 years with two grown children he has lived in the community for over 48 years.
Dave has sat on the board of several insurance and securities firms and has spoken to thousands of pre- retirees about Estate Planning and wealth management.
He has worked with some of the best and brightest tax and estate attorneys in the metro Atlanta area.
Dave Duley has been licensed for over 35 years in the Insurance market place and 27 years in securities industry. He currently holds his series 6,63,7, 24 and 66 Registered Investment Advisory License. His firm, Georgia Advisory Group LLC, has been located over the years in the Alpharetta, Milton and Roswell area.
Dave grew up here in North Fulton attended Milton High School and North Georgia College along with 3 years of seminary. He has been married over 34 years and has two children attending the University of Georgia.
Dave has sat on the advisory board for several major insurance companies along with local boards. He has spoken to over 1000 churches concerning the future of investing and the senior markets in regards to healthcare, long term care and Medicare.
Dave has long term relationships with an In house independent CPA for all tax matters with over 75% of his clients now using those services. Dave has independent estate attorneys who coordinate Wills, Trusts and business planning with his financial programs for succession planning.
Connect with us today and learn how Dave or a member of the team can help you get ready for the road ahead!