Dave brings over 40 years of experience in the financial services industry, including more than 30 years as a financial advisor. He is dedicated to helping clients meet their wealth management, retirement planning and life goals. He is committed to improving the lives of others and building long-term relationships with clients, not engaging in individual transactions. Dave works with a talented team that includes his Senior Client Relationship Manager, Debra Nicholas, who has worked with him for the past 25 years, along with his son Michael Spurrier. He also works directly with other professionals to coordinate, design, and implement specific strategies that can help you achieve your goals.
Education, Awards & Credentials
- BBA in Finance, Stephen F. Austin State University
- Certified Financial Planner™ Professional
- FINRA Series 7, 8, 9, 10, 31, 63, and 65 registrations
- Life and variable insurance licenses
- Forbes Best-in-State Wealth Advisors (2022 & 2024)
- 2023 Platinum Council Advisor, Wells Fargo Advisors
- Distinguished Alumnus Award, Stephen F. Austin State University Alumni Association (2005), awarded for community efforts
Outside the Office
Dave has lived and worked in East Texas all his life. In his spare time he enjoys playing golf and spending time with his extended family. He is proud to be active in the community, where he volunteers with the Longview Chamber of Commerce, Longview 2020, the North East Texas Regional Mobility Authority, and other civic and non-profit organizations. He is also an active member of the Stephen F. Austin State University Alumni Association.
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
