David Linville

Credentials:
  • CFP®

Focus: Insurance Strategies, Investment Strategies

Languages: English

David, a Certified Financial Planner (CFP®), got his start in the financial services industry as a financial advisor for high net worth clients for one of the largest banks in the country.  He was introduced to the credit union industry by a family member and jumped at the opportunity to enter the credit union space in 2010.  He spent the past 6 years as a very successful independent financial consultant to credit union executives and their members before he joined the Sheeter Group in 2016.

David has a Finance degree from Miami University.  David enjoys traveling, cycling and running.  He lives in Cincinnati with his wife Becca, and two children, Leah and Weston.

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MassMutual Greater Washington

Main Office

530 Gaither Road Suite 350
Rockville, MD 20850

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CRN202009-236461