I understand that in today's market there is not a one-size-fits-all answer when it comes to insurance, and I am confident that I and my carrier partners can come up with an affordable solution for you and your family or small business.
I work with A+ rated insurance carriers and can offer insurance coverage that will meet your needs and save you money. Based in Chapel Hill, North Carolina, I am an independent insurance agent licensed to represent products in North Carolina, and I look forward to working with you.
DAVID LEDER: Financial Advisor & Insurance Specialist, Chapel Hill Office
David is the President of Legacy Insurance Solutions while also serving as both the Head Equity Research Analyst and as a Financial Advisor with Legacy Investments. He additionally serves as Vice-President of the firm’s day-to-day operations. As the head equity research analyst, David has several primary roles and functions as it pertains to the management of client accounts. Using a combination of both fundamental and technical analysis, David is responsible for actively reviewing the investments that clients use within various investment accounts at Legacy Investments. This requires an in-depth and ongoing knowledge base of both domestic and foreign markets as well as individual corporate metrics and balance sheets, which ensures that clients are always up to speed with current market trends. David is also responsible for overseeing the monitoring of all client account holdings on a daily basis and chairing weekly committee review meetings on any changes being made to client accounts. As a Financial Advisor, David is dually responsible for working with Legacy clients to determine whether a need exists for investment and insurance services and what relationship best serves the client at that point. David serves as a primary liaison between clients and the rest of the Legacy financial team to ensure a quick and smooth transition during the first months of all new client relationships.
David has had a lifetime of interest and involvement in financial markets and entrepreneurship. With experience as an individual trader, David has spent the last 10 years focusing on identifying high value equities through a combination of technical and fundamental analysis. It is his goal to help clients identify lower risk investment vehicles and their corresponding entry and exit points. His interest in financial markets traces back multiple generations; his grandfather was a venture capitalist and his father was a long time equities trader for Merrill Lynch. David studied at UNC-Chapel Hill with a concentration in Political Science and concurrently managed a boarding facility. During his last position with EvoApp, a local Durham Technology company, he fostered strategic relationships with enterprise level companies, many of which were in the Fortune 500. Additionally, he spent 5 years as a tax preparer and business planner. When the opportunity arose, he decided to leverage his experience and join Legacy Investments as the Head Equity Research Analyst and maintains the role of Vice President. David possesses his Series 65 and NC Health, Life, and Disability Insurance licenses.
David is a native of North Carolina having grown up in Clinton, NC and lived in Raleigh, NC as well. He currently resides in and has maintained strong roots in Chapel Hill for the past 12 years. David is involved within the Jewish Community in the greater Raleigh-Durham-Chapel Hill metro area.