Dave McGeary
VP, Relationship Manager and Head of Employee Benefits
David McGeary brings over 27 years of experience as an employee benefits specialist and has been a licensed financial advisor for the past decade, holding Series 6 and 63 licenses. With more than 30 years of relationship-building and networking, David has built his career on a foundation of trust, integrity, and a client-first philosophy.
He takes a collaborative, team-based approach to advising, ensuring that his clients receive comprehensive, well-rounded financial solutions. Now, as he joins BK Capital LLC as Vice President, Relationship Manager, and Head of Employee Benefits, David is excited to provide his clients and professional network with a holistic, family office-style approach. His role allows him to integrate professional money management and financial planning with insurance and other essential services, offering tailored solutions that meet the diverse needs of his clients.
David is committed to delivering exceptional service and value, always prioritizing the well-being of his clients and their financial futures.
David resides in Longmeadow MA with his wife, Mia, and his three sons. In his free time you will find David enjoying traveling and occasionally golfing with his friends and family.