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

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.