David Anderegg - Financial Advisor

David Anderegg - Financial Advisor I would love to talk with you about how to accomplish your financial goals & dreams. I have always had a passion for helping, serving, and teaching others.

I provide the full spectrum of financial services that you would expect: financial planning, retirement planning, estate planning, portfolio management, securities, etc. David has been in the Financial Services Industry for over a decade and joined Beckett & Associates as a Financial Advisor in May 2015. Originally from Royston, Georgia, David spent part of his early years in the Florida panhandle

and is a graduate of the University of South Alabama.

“Growing up with a father who was a financial planner, I was taught the importance of managing your personal finances. As an advisor, I get to teach those I serve and their families how to be the best stewards of their resources. My passion is helping them change their financial trajectory and accomplish their goals and dreams.”

David met his wife Christie, early in 2015 and got married in August 2016. Together they have two young kids, William (4) and Avery (1), and a rescue dog named Selah. Away from the office, David enjoys time with family, UGA football, Braves baseball, weight training, and the great outdoors.

My dad started teaching me about money when I was 7 years old. Looking back, that foundation has played a huge role in m...
06/25/2026

My dad started teaching me about money when I was 7 years old. Looking back, that foundation has played a huge role in my success—both personally and professionally. It also made me realize how early these habits get formed.
This was a great read and a good reminder that:
• Kids who learn financial concepts early tend to make better decisions later in life
• Parents play the biggest role in shaping how children think about money
• Simple, everyday conversations can make a lasting impact
It's easy to assume they'll learn this in school—but most don't. If you're a parent or grandparrent, this is worth a quick read.

👇 I'd love to hear—
What's one lesson about money you're trying to teach your kids right now?

raymondjames.com

Address

58 W. Candler Street
Winder, GA
30680

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

Telephone

(678)9637824

Website

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