Lifemark Spotlight: David Griffith
Recognizing 15 Years of Dedication
At Lifemark, the success of our firm is built on the professionalism, integrity, and dedication of the financial professionals who serve our clients every day. David Griffith exemplifies those qualities as one of Lifemark’s longest-tenured financial professionals.
David has spent more than fifteen years building a practice centered on one guiding principle: acting in the best interests of the clients he serves. Through a high touch advisory approach, David works closely with individuals and families to develop thoughtful investment strategies designed to navigate changing market conditions while maintaining discipline during periods of volatility and uncertainty.
His approach emphasizes personal relationships, consistent communication, and diversified investment allocations built from a broad range of solutions available through Lifemark’s platform. Clients working with David benefit from a service model that combines careful planning with ongoing monitoring and adjustments when appropriate.
Leadership and Service to Lifemark
In addition to serving his clients, David has played an important leadership role within Lifemark over the years. He previously served as the Supervising Principal of Lifemark’s Utica Office of Supervising Jurisdiction, where he supported advisors and helped maintain the professional and compliance standards that define our firm.
David also provided assistance and coverage to one of the largest OSJ offices within Lifemark, contributing his experience and leadership to support advisors across the network.
Today, David has transitioned his focus entirely toward the continued growth and evolution of his client practice. By expanding his team and partnering with like minded professionals, he is positioning his business for the next stage of development while maintaining the personalized service his clients value.
Evolving the Practice
As part of this evolution, David recently developed a portfolio of custom allocations utilizing Lifemark’s Guided UMA program. This approach allows him to construct portfolios that reflect individual client objectives while also supporting a more scalable business model.
By implementing structured portfolio management solutions, David can dedicate more time and attention to what matters most to him and his clients: planning, guidance, and meaningful relationships.
Recognizing 15 Years of Dedication
In recognition of his contributions to Lifemark, David was recently awarded a Certificate of Recognition for 15 Years of Dedicated Service to the firm.
The award states:
"We sincerely thank you for your hard work and unwavering dedication."
David received this recognition at the Lifemark Leaders Conference in Tampa in 2025, where the firm’s leadership gathered to celebrate many of Lifemark’s top-performing and dedicated financial professionals.
His loyalty, professionalism, and commitment have played an important role in the continued growth and success of the Lifemark community.
A Standard of Professionalism
David’s career reflects the qualities that define the Lifemark culture: dedication to clients, commitment to professionalism, and a long term focus on building lasting relationships.
We are proud to recognize David Griffith in this month’s Lifemark Spotlight and thank him for the many contributions he has made to our firm and to the clients he serves.
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