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David Singer | Financial Advisor

Profile img for David Singer, financial advisor at TBH Advisors
Franklin, TN
David Singer
Financial Advisor
Partner at
TBH Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
David J. Singer is a Financial Advisor and Partner at TBH Advisors, LLC since 2016. He is committed to delivering an exceptional client experience through proactive communication, personalized guidance, and consistent follow-up. With deep respect for his clients’ goals, David tailors every strategy to align with individual objectives—whether for retirement planning, wealth preservation, or long-term growth. He believes a truly client-focused approach begins with listening, understanding, and then designing solutions that fit each family’s unique aspirations and risk tolerance. Since 2009, David has honed his expertise in financial advisory roles, previously at Wells Fargo, where he spent five years concentrating on financial planning and investment needs for a diverse client base. Prior to that, he served at Thrivent Financial in Chicago, refining his market insight and ability to address complex financial challenges. Throughout his career, David has emphasized continuous learning and staying current with market trends and regulatory changes—ensuring his clients receive timely, relevant advice. David’s background in economics from the University of Dayton provides a strong foundation for understanding how broader forces influence investment opportunities. His guiding principles—integrity, sincerity, and an unwavering work ethic—help him build genuine client relationships, recognizing that personal values and family considerations play a vital role in financial decisions. Away from the office, David resides in Williamson County with his wife and daughter. He enjoys the outdoors, hunting, golf, and football. Whether on the field or in the office, David’s enthusiasm and dedication set him apart. By prioritizing transparent communication, timely follow-up, and a hands-on service philosophy, he ensures clients feel both informed and supported at every stage of their financial journey. David takes pride in the lasting partnerships he has developed, often evolving into friendships built on mutual trust and respect. His passion for guiding families through life’s financial complexities reflects his commitment to making a meaningful impact. From initial conversations to ongoing wealth management, David’s goal remains consistent: to provide clarity, confidence, and peace of mind so clients can focus on what truly matters.
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Specialties and Expertise

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Retirement Income
Portfolio Construction
Succession Planning
Philanthropic Planning and Giving
Trust Services
Business Ownership Strategies

Clientele

5
Business Owners
Entrepreneurs
Retirees
Real Estate Agents
Surviving Spouses

Education

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University of DaytonBachelor in General Studies w/ Economics concentrationYear Obtained: 2008
Quick Facts About David
Years of Experience:16 yearsMember since:2025Average Account Size:$1,250,000Number of clients:45

Services Provided

How I help my clients

Tax Planning

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Investment Management

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Financial Planning

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Pricing Models

AUM
One Time Fee

Proof of License

SEC Profile
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Franklin, TN
David Singer
Financial Advisor
Partner at
TBH Advisors
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Profile last updated: 04-03-2025