Dave Herlihy

David Herlihy

Senior Vice President, Wealth Management

David leads our national wealth management team focusing on individuals and families with complex needs. In his 15+ years working in the financial services industry his industry focus has led him to be uniquely qualified as trusted advisor. His team focuses on creating a solid financial plan which incorporate each individual unique wealth plan and goals.

Prior to joining Slavic 401k, David spent over 14 years with Fidelity Investments in a variety of roles. Throughout his career at Fidelity, he held several management positions primarily focused on servicing multi-channel wealth and retirement segments. In addition to his roles at Fidelity, he held several management positions in both sales and relationship management in both the financial as well as the technology industries.

David holds a Bachelor of Arts in Political Science from St. Lawrence University.

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