David Bennett is the Chief Executive Officer and Financial Advisor 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 Director At Large on the Board of Directors for the CFA Society of Tampa Bay, 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

Keegan joined Unify Financial Advisors in 2025. He is registered for a financial planning program that satisfies the CFP Board’s coursework requirement, and plans to register for the CFP® exam this year. He earned his Bachelor of Science in Finance from Michigan Technological University in 2023, minoring in Economics and Financial Technology.

After completing his degree, Keegan passed the Series 65 Uniform Investment Adviser Law Exam and began his career as a Financial Advisor at Florida Financial Advisors. In 2024, he expanded his expertise as an Assistant Portfolio Manager at Severin Investments.

Outside of work, Keegan is passionate about fitness and playing golf. He also cherishes quality time with family and friends.