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Broker Check
 
David Robertson

David Robertson

Ph.D., M.A.Ed., Financial Advisor

Credentials: Ph.D., M.A.Ed.

Holds Series 7, 66 registrations* and Life & Health Insurance licenses

*currently held with LPL Financial


Dr. David Robertson is a Financial Advisor with Winona Wealth Management in Warsaw, IN. Robertson is a Warsaw native and a 1999 graduate of Warsaw Community High School. Robertson holds a Bachelor's Degree from Grace College, a Master's Degree from Ball State University, and a Doctorate of Philosophy from Indiana State University. Prior to entering the financial services field in 2022, Robertson spent 20 years in education serving as a teacher, principal, and assistant superintendent. He is an adjunct professor of Educational Leadership at Indiana State University and serves on several boards in the Warsaw community. 

Robertson enjoys helping clients clarify their goals and desires, building plans to pursue those goals and desires, and walking out the journey to success with his clients. He believes a trust-based, relational approach to financial advising helps individuals pursue their financial dreams.


Community Engagement:

Member, YMCA of Kosciusko County Board of Directors

Member, Pleasant View Bible Church Elder Board

Adjunct Professor of Educational Leadership, Indiana State University

Past Member, Baker Youth Club Board of Directors

Volunteer, Big Brothers, Big Sisters of Northern Indiana


Personal:

Robertson and his wife, Meredith live in Warsaw with their four children. He enjoys spending time with his family, staying involved in their church, and hunting and fishing. Robertson is also an avid reader and enjoys books about history.