David Wartes

Professional background

Hi, I’m David Wartes. I’m a financial advisor and portfolio manager with Raymond James Financial, and vice president here at Constellation Wealth Services, LLC. I  love helping people navigate life and reach their goals with clarity and confidence, and I believe great planning starts with listening well. I’ve been partnering with my dad, Aaron Wartes, since 2022, at Constellation Wealth Services. I help with sourcing investment ideas, operations, retirement and income planning, client service and problem solving. I look forward to work every day and am optimistic about the future. Before starting here, I was a recruiter for a construction company here in Snohomish County, Washington.

Education

I earned my degree in finance and economics from Grand Canyon University.

Personal interests

Outside of work, I stay active with golf, running, biking and pickleball. I also play drums on my church’s worship team. God has blessed me with a wonderful family. My wife, Annie, and I have a daughter named Aveyah who brings so much joy to our lives, and we’re excited to be welcoming a baby boy soon.

Favorite movie: Rat Race

Favorite book: Atomic Habits

Favorite vacation spot: Zihuantanejo, Mexico