DCH WEALTH MANAGEMENT - Key Persons
Alex Cross is a founder of DCH Wealth Management with over 15 years of experience in financial services. Alex develops a roadmap for clients to achieve their goals by balancing the risk and reward. When working with clients, he emphasizes the need for flexibility when life gets in the way of a perfectly laid out plan.
Alex graduated with a Bachelor of Arts in Mathematics from Belmont Abbey College. After a few years working for a large bank, Alex joined the U.S. Army. While serving, he learned the value of having a plan and being flexible.
Upon completing his service in the military, Alex began his career in financial services at a regional bank. While he enjoyed helping clients, he was frustrated by being unable to give clients a holistic planning approach. This led him to join Merrill Lynch as a financial advisor.
After deciding to focus on providing clients with independent financial advice, Alex joined an independent advisory firm as a registered investment advisor. He continues to work toward his goal of offering clients independent advice.
Alex lives in Lakewood Ranch, Florida, with his wife and their two children, a dog and two cats. In his free time, he enjoys cooking for his family and friends.
David is a founder of DCH Wealth Management with over 15 years of experience in the financial services industry. His mission is to give clients peace of mind through a holistic approach to managing their full financial picture. He is a Fiduciary which means he offers truly independent advice and is free of those conflicts typically found in traditional brokerage firms. This allows David to view the financial lives of his clients more completely, more effectively and without distraction.
What drew David to the world of financial planning was the possibility of enhancing people's lives in a meaningful way. He finds fulfillment in building financial plans for his clients that help them reach their most cherished goals. He believes in the importance of creating an action plan that can be implemented, measured and adjusted by focusing on long-term objectives versus short-term gyrations in the markets.
David knows the dominate determinate of real-life investment returns is the investor's behavior.
Investors are often their own worst enemies. All too often the best and most difficult course of action is to stick to the plan and do nothing. David believes that by being a "behavioral coach" he can help his clients do better than they would on their own.
David lives in St. Petersburg, Florida, with his wife, Carrie, and their two boys. He loves spending his free time with family and friends and enjoying what Florida has to offer.
Melissa joined DCH Wealth Management's team in 2010 as a client service associate. She assists our advisors with client interaction and day-to-day support. She holds the Series 7, 24 and 63 licenses.
Melissa graduated from the University of Missouri at Columbia with a degree in finance and economics and participated in a study abroad program studying finance and banking at the University of Bergamo, Italy.
Melissa is originally from St. Louis, Missouri, and moved to Tampa, Florida, in 2006. In her free time, she enjoys traveling and playing frisbee with her dog, Jilly.
Rob is a DCH Wealth Management founder with over 25 years of
experience in the investment business. For many years, he worked in institutional equity sales where he helped mutual fund managers, hedge fund managers, and trust portfolio managers make investment portfolio choices.
At DCH Wealth Management Rob continues to manage investment portfolios for individuals and families from all over the country and helps clients with their insurance, annuity and retirement plan needs.
Rob was born and raised in St. Petersburg, FL where he currently lives with his wife Kerry, and their two boys.