David Israel is a Senior Managing Director in Mesirow Wealth Management. He works with individuals, families and small businesses to develop and implement wealth management strategies. He consults with his clients on the full scope of their financial needs, including investment management, estate planning, retirement planning, income protection, and more. Through this comprehensive approach, he guides clients through three important stages; wealth development, wealth preservation and wealth distribution.
David joined the firm in 1999 and has more than 20 years of experience in the financial services industry. He serves on the Board of Directors of the Highland Park Community Foundation as Treasurer.
David earned a Bachelor of Arts from the University of Wisconsin. He is a CERTIFIED FINANCIAL PLANNER™ professional.