David Lea III
VP Insurance Services
David Lea III is the Vice President of Insurance Services for Ivy Wealth Management. With nearly two decades of insurance industry experience at Brokers' Service Marketing Group, a nationally recognized insurance broker, Dave brings a wealth of knowledge to our client planning process. In his role, Dave works directly with clients to leverage his expertise of insurance products and carriers to provide innovative solutions for proper risk management as part of their overall comprehensive planning.
Specializing in Life, Long Term Care and Disability insurances, Dave uses his knowledge to craft solutions for estate planning, business planning and retirement planning clients.
Dave is a graduate of the University of Rhode Island.
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