- (727) 306-0299
As a Unify Financial client, you will benefit from having a personal relationship with a financial advisor that is experienced and highly trained. Our goal is to help develop a financial plan that reflects your personal risk tolerance, goals and objectives. Learn more about the Unify Financial team below.
David Bennett is the President and Portfolio Manager of Unify Financial. He has over 20 years of financial industry experience. David’s professional credentials include the sought-after Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) Professional, and series 65 license. David has also passed the series 7, series 63, 2-15 Florida life, health, and variable annuity exams. David graduated with honors from the University of Florida, earning a Bachelor of Science Degree in 2002.
Before founding Unify Financial, David worked at Successful Portfolios as a Senior Portfolio Manager and Vice President (2016-2023). He was an Investment Executive and Vice President at Fifth Third Securities. He held various roles in banking and investments when employed during his 14-year tenure at Fifth Third Bank and Fifth Third Securities (2003-2016).
David serves as Treasurer of The First Baptist Church of Indian Rocks and Chairs the Indian Rocks Christian Church and School foundations. He spends time outside work with his wife and two children at their competitive sporting events, church, and somewhere on or near the Florida waterways
Macaire Adams is the Operations Manager of Unify Financial. She has over 20 years of experience in financial services. Macaire graduated from the University of Missouri, earning a Bachelor of Arts degree in 2000.
Before joining Unify Financial, Macaire worked at Citibank as a Vice President. Before Citibank, Macaire held various roles at Goldman Sachs and Mesirow Financial.
Macaire devotes her time outside of work to her daughter and dog while also serving her community through various volunteer commitments.
Noah joined Unify Financial Advisors in 2023. He graduated cum laude from the University of South Florida in 2022, earning a Bachelor of Science with a major in Finance. He passed the Series 65 Uniform Investment Adviser Law Exam in 2022. Noah attended Seminole High School, where he was a Drum Major for the Seminole Warhawk Marching Band. Outside of his career, Noah finds joy in spending quality time with his wife and family and enjoys the great outdoors.
Lily is our Client Relations and Marketing Coordinator, and the newest member of our team. She is currently pursuing a Bachelor of Science degree in Public Relations and Advertising, with a minor in Economics, at the University of South Florida. At Unify, Lily coordinates marketing plans, oversees phone calls, and takes care of clients during meetings. Outside of work, she dedicates much of her time to being a student. In her free time, she enjoys going to the beach or relaxing with her roommates and cat.
Unify Financial Advisors
1465 S Fort Harrison Ave.
Suite 201
Clearwater, FL 33756
(727) 306-0299
Unify Financial LLC is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.
Such an offer can only be made in States where Unify Financial
is registered or where an exception from such registration is available, and no
new account will be accepted unless and until all local regulations have been
satisfied.
If you are interested in our services, please e-mail us or
call and request our Disclosure Brochure (Part II of the Form ADV & CRS); which
provides detailed information about Unify Financial and any inherent risks that
may be associated with our services.
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