David Valcourt, CFP®
Login to view DISC.David Valcourt is a Vice President at Financial Architects Partners, where he directs operations for a $15B portfolio and focuses on client relationship management for the super-affluent. He excels in team building, operational efficiency, and process improvement, having risen through the ranks from an analyst role.
Outside of his professional life, David is actively involved in his local community. He serves on the Board of Directors for Swampscott Little League, reflecting a strong commitment to youth sports and community engagement. He enjoys spending time with his wife and three children.
David is a recognized subject matter expert, frequently sharing his insights on advanced planning strategies as a podcast guest and conference speaker.
Read the full overview →How David shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics David cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.