David Walk

If you’ve ever called our office, you’ll recognize David as that warm person who you can always tell is smiling on the other end of the phone. David joined Next Generation Wealth Planning in the spring of 2024. His experience working in customer service and business operations started right after graduating from college in spring of 2021, before finding his role in financial services. David’s responsibilities at NGWP include handling client service requests, providing brokerage support, acting as a liaison to investment companies, overall case implementation and support, along with other operational assistance. Additionally, David holds his State of New Jersey Life and Health Insurance Producers Licenses. David graduated from Nazareth University earning a Bachelor’s Degree in Business Management. He resides in Ocean Township, New Jersey.