Dave Buxton, CFP®

As a relationship manager with SVB Private, a division of First Citizens Bank, Dave Buxton provides financial planning, wealth management and advice about tailored financial solutions that fit members of the innovation economy. In this role, he specializes in identifying solutions to his clients’ needs by developing a deep understanding of their financial objectives and goals. Dave’s clients include partners of venture and private equity firms, founders, angel investors and executives of technology and life science companies.

Dave has 20 years of experience in the financial services industry. Before joining Silicon Valley Bank, he was Senior Vice President at Citi Private Bank. There, he worked to deliver lending, banking and wealth management solutions to key influencers at top area law firms. Prior to Citi Private Bank, Dave spent several years leading teams at Citizens Bank. His work experience includes wealth advisory, commercial lending, business banking, personal banking and other specialized fields in finance.

Dave earned a bachelor’s degree in business administration from the Whittemore School at the University of New Hampshire and is both a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®. Outside of work, he is active in local community groups and has served on the boards of many nonprofit organizations in the Boston area. An avid sports enthusiast, Dave resides in Waltham, Massachusetts, with his wife and three children.

The person named above is a representative of Silicon Valley Bank as well as an investment adviser representative of SVB Wealth LLC (an SEC registered investment adviser), and a broker-dealer representative of SVB Investment Services (member FINRA and SIPC). FINRA BrokerCheck

For more information about professional designations, click here