David Yeazell is a wealth advisor at Octavia Wealth Advisors. His expertise lies in helping individuals and businesses with protection, transition, and legacy planning concerns. He uses his extensive knowledge of life, disability, long-term care (LTC), and income hedging strategies when making recommendations for clients. Seeing clients attain long-held goals is David’s greatest reward. He is equally thrilled by a successful business transition to the next generation, a client who embarks on a secure retirement, or a parent who just wrote the last check for a child’s college education.
David joined the Octavia team in 2020. Prior to that, he was with Washington Park Financial Group for over 15 years.
David earned a bachelor’s degree in finance from Wright State University. He is also a Certiﬁed Financial Planner (CFP®).
On the personal side
David is married and has three children. While growing up, he was fascinated with fastball pitchers. His two all-time favorites were Roger Clemens and Nolan Ryan. David collected a Topps baseball card for every single career season those two pitchers ever played—showing his knack for investment at an early age!