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Elevate, Inc. Welcomes New Client Dave Ball of Westshore Financial Group

August 25, 2020

Dave Ball is quickly rising in the ranks of Tampa Bay’s finest for financial planning and we’re pleased to be working with him. Dave brings a wealth of knowledge from the business industry, having owned an award-winning business by age 27 and now seeks to continue to expand his network in the Tampa Bay area.

“I’m pleased to be working with Elevate to deepen my connections within the community,” says Dave. “This partnership was the next step to really putting myself, and the process of planning out there.  In a world full of product pushers and misinformation, it’s hard for a person to tell if they are making real progress or just making movement.”

His experience comes from having helped run a $125MM company under 2018 EY Entrepreneur of the Year for Florida. His approach to planning challenges others in the marketplace because most advisors have never owned a business and don’t understand the complexities behind closely held businesses and private wealth management.

Dave Ball is an active member of Healthcare Financial Management Association, Tampa Bay Business Journal, Great Tampa Chamber, Business Networking International and can provide value to an arrangement of closely held businesses and private wealth clients.

To connect and learn more about Dave, please visit here.  To schedule an initial meeting click here.

 

 

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