David Fitzgerald Jr
Wealth Management Assistant
David graduated from the Kelley School of Business at Indiana University with dual degrees in Finance and Real Estate in 2024. While at Indiana University he was 1 of 41 students selected from his class to participate in a wealth management workshop sponsored by Charles Schwab that provided training and exclusive classes designed for students entering the wealth management and financial planning profession. David interned at Clearview Financial Partners in the summers of 2021 and 2022 and interned at Clark Capital Management Group in the summer of 2023 before joining Clearview full time in 2024.
Outside of work, David enjoys playing golf, going to the beach, skiing, and spending time with friends and family.