Our Qualifications

DAVID C. GORNITZKY, Financial Advisor

David Gornitzky began his financial services career at Washington Mutual Bank / WaMu Investments in 2001 where he was a member of the production club which represented the top 5% of advisors in the company. In 2008 Dave accepted an offer to join Banc of America Investments / Merrill Lynch where he obtained the honor of being a member of the Executive Club until his departure, to join Wells Fargo Advisors, in the Fall of 2011. In April of 2018 David accepted an offer to join LPL Financial where he manages his practice today.

David lives with his wife and three sons in Port St. Lucie and is very involved in the Youth Sports League's there.  He also is the Co-Founder for Give Back 2 Kids which is a non-profit organization that focuses on giving the youth the tools they need to become successful contributors to society.  Dave enjoys fishing with his family and friends in his free time. Currently, David is an Investment Advisor with LPL Financial.

LEO FREDERICK SAGE, IV, Financial Advisor

Fred Sage began his career in finance on Wall Street, New York New York. After college graduation, with a concentration in Corporate Finance in 1997, he landed at Instinet (New York, NY) working with developers on the “Instinet R&A” application for the companies trading platform. There after, Fred was a founding partner of Convertbond.com, a convertible bond research portal based in Greenwich, CT. This company was subsequently acquired by Morgan Stanley's Institutional Equities Group in 2000. In 2003 Fred began his career in retail investment management with Washington Mutual Bank / WaMu Investments. In 2008 he went to Banc of America Investments / Merrill Lynch. Fred has been with Wells Fargo Advisors since the fall of 2011. Like Mr. Gornitzky, Fred truly believes in a personal approach to his business model. He takes the time, effort, care, and consideration necessary to help ensure his clients achieve the level of attention they truly deserve.