David’s Approach
David S. Hart
CFP®
Financial Advisor
Overview
David Hart is a financial advisor in our Huntsville, Alabama, office, where he helps individuals and families navigate important financial decisions through comprehensive financial planning.
A CERTIFIED FINANCIAL PLANNER® professional, David began working as an associate advisor at Savant following his graduation from the University of Alabama. In his work with clients, he develops personalized strategies that align retirement, investment, tax, and estate planning goals into a cohesive financial plan.
He works with individuals and families across a variety of professions, helping them create practical strategies for managing cash flow, planning for retirement, addressing debt, evaluating insurance needs, and preparing for education expenses. David focuses on simplifying complex financial topics and providing clients with clear, actionable guidance to help support their long-term objectives.
David earned a bachelor’s degree in commerce and business administration with a major in finance and a minor in real estate from the University of Alabama, graduating summa cum laude.
Active in the Huntsville community, David serves as treasurer of the Rotaract Club of Huntsville and is a member of the Financial Planning Association of North Alabama.
Originally from Birmingham, Alabama, David now lives in Huntsville. He enjoys distance running, trail running, hiking, live music, and cheering on the Alabama Crimson Tide.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- University of Alabama
Bachelor of Science in Commerce and Business Administration with a major in Finance and a minor in Real Estate, summa cum laude
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Rotaract Club of Huntsville – treasurer
- Financial Planning Association of North Alabama – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.