Alex “AD” David, President and CEO of Equity Services, Inc., the broker-dealer and registered investment adviser affiliated with National Life Group, has been named one of five industry leaders recognized in the Wealth Solutions Report Pathfinder Awards.
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Alex “AD” David, President and CEO of Equity Services, Inc.
The Pathfinder Awards recognize executives from underrepresented backgrounds who are making a meaningful impact across wealth management through leadership, innovation, and influence. David is one of five industry leaders selected for this distinction.
According to Wealth Solutions Report, “Winners were selected for their dedication to the industry, excellence in their careers, strong reputations and broad influence in the wealth management community, and the ability to serve as role models for wealth management professionals and people considering careers in our industry.”
“This recognition reflects the people and purpose behind our work,” said David. “We remain focused on taking care of our advisors—just as they take care of their clients—by empowering them, strengthening relationships, and making it easier to do business. I’m honored to be recognized among those shaping the future of our industry.”
David brings extensive executive leadership experience across some of the financial services industry’s most established institutions, with a track record of driving growth, elevating the advisor experience, and improving organizational performance. He holds advanced degrees in economics from Pace University and Baruch College and is a participant in the SIFMA SII–Wharton Executive Education program. He is currently pursuing postdoctoral studies at the Harvard Kennedy School of Government.
David serves on the Board of Directors of the Financial Services Institute and is Chairman of the Board of the Association for African American Financial Advisors (Quad A), where he continues to advocate for greater representation and opportunity within the profession.
Under David’s leadership, Equity Services, Inc. is entering a new chapter of growth focused on expanding capabilities, strengthening its advisor platform and reinforcing its position as a destination for financial professionals seeking both independence and support.
About National Life Group
National Life Group has been keeping promises since 1848, providing access to flexible, secure life insurance and annuities for families, businesses, educators, and first responders nationwide. With an independent, entrepreneurial spirit, our values are to “Do good, Be good, Make good” for our customers, agents, employees, and the communities we serve. Learn more at NationalLife.com.
About Equity Services, Inc.
Founded in 1968, Equity Services, Inc. (ESI) is a registered broker-dealer and investment adviser committed to advisor growth, client confidence, and lasting partnership. Backed by the strength of 175+ year-old mutual company National Life Insurance Company, ESI offers a flexible affiliation model, access to industry-leading solutions, and a strong, independent platform for financial professionals nationwide.
National Life Group® is a trade name of National Life Insurance Company (NLIC), founded in 1848 in Montpelier, VT.
Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
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