My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

David "Dave" Cimarolli

David "Dave" Cimarolli

Photo of team member
David "Dave" Cimarolli

CPA + Financial Advisor

Dave joined the firm as a partner in 1994. He is a Certified Public Accountant (CPA) and financial advisor, providing tax and comprehensive wealth management consultations to individuals and businesses. He enjoys the opportunity to assist clients in meeting their goals and commitments and takes the time to understand their financial vision. His professional knowledge and compassionate approach to listening to his clients allows him to build custom strategies to fit their unique situations. Prior to joining the firm, Dave worked for 13 years in the tax, accounting and audit industry.

Dave and his wife, Barb, have two daughters—Emily, a second grade teacher in the Edwardsville School District, and Maggie, Food & Nutrition Manager at Missouri School for the Blind. He enjoys spending time with his family, watching sporting events and participating in any outdoor activity—which is no surprise for an Eagle Scout! Dave also volunteers within the community at Our Lady Queen of Peace Church and School and with youth athletics.

Designations
Certified Public Accountant (CPA)

Licenses
FINRA Series 7
FINRA Series 66

Education
Bachelor of Business Administration in Accounting, Southern Illinois University at Edwardsville (1982)

Professional Memberships
Illinois CPA Society

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM,  Member FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

    

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved