David Moreno

David Moreno is Associate Vice President – Investments at Benjamin F. Edwards & Co. in Greenwood Village (Denver), CO, where he provides tailored investment advice and comprehensive wealth management strategies to individual clients, business owners, and their families. His responsibilities include developing customized financial plans focused on retirement planning, asset allocation, portfolio construction, and serving the unique needs of senior corporate executives, such as incentive stock options and restricted securities management.

With over 35 years of financial industry experience, Moreno began his career assisting in the trading department—a role that gave him in-depth insight into disciplined sell strategies and market cycles. Before joining Benjamin F. Edwards & Co. in 2014, he served as Associate Vice President – Investments at Wells Fargo Advisors (including its predecessor, A.G. Edwards & Sons), where he advised clients on multi-asset portfolios and retirement strategies.

Moreno holds a degree in Finance from Iowa State University and is recognized for his consultative approach and commitment to long-term client relationships. His expertise spans equities, fixed income, options, and complex executive compensation planning, with a core objective of guiding clients through all life stages to achieve financial well-being.