David Suckey

Dave Suckey's path to becoming a financial advisor was anything but conventional. Initially pursuing a career in law, Dave attended college on a dual-sport scholarship for soccer and baseball, while earning his degree in Business Administration. His dream job was to become a sports agent, inspired by the film Jerry Maguire and the idea of representing athletes. However, internships in the sports industry revealed the challenging and unstable nature of that career path.

Upon graduation, Dave took a semester off before starting law school, working on a class action lawsuit for Prudential. This experience sparked his interest in the financial markets leading to a pivot in his career. Dave decided to explore opportunities in finance, which resulted in an interview and subsequent offer from Prudential.

Just before starting at Prudential, Dave was introduced by friends and family to Frank Congilose. After meeting with Frank, he preferred the client-centric approach to financial advising and focusing on building relationships. This meeting profoundly influenced Dave's career trajectory.

Dave's initial years in the financial sector were marked by rapid success, followed by challenges. Transitioning from a sales-focused mindset to a value-creation approach, Dave began to excel by coaching clients with their financial planning. This shift led him to achieve Leaders Club status within his second year.

Dave has been recognized for his holistic approach to financial planning that came as a result of a passion for helping families and individuals achieve financial confidence. He emphasizes cash flow management and comprehensive financial strategies over asset accumulation. His dedication and unique perspective have earned him a place on the President’s Council, representing the top professionals in his field. His why is “helping families and helping people feel confident and certain around finances and the path they are on.”

Beyond his professional achievements, Dave is deeply committed to his community. He has coached youth sports teams in baseball, basketball, and soccer in Wall, New Jersey, drawing parallels between coaching in sports and finance. He has been on the board for the Fellowship of Christian Athletes as an active member for over 20 years. In addition to his financial advisory career, Dave is a franchisee owner with Jersey Mike's.

Dave enjoys spending quality time with his wife, Toni, and their three children at the beach and playing golf. Their home, known for its welcoming atmosphere with a backyard bar and cabana, is a hub for family gatherings and entertainment.