David Shugol

Financial Planner



Dave was raised in the Detroit area and relocated to Sarasota with his wife Laya in 1998.

He began his career as a microbiologist and worked in the family Retail Clothing chain as Vice President General Manager.

In 1993 he began his career in Financial Services with Western Southern Life, joining Morgan Stanley in 2000. In 2013 Dave joined the Lakewood Ranch office of Raymond James.

He is active in his community as a member of the Bradenton Kiwanis; Lakewood Ranch Business Alliance; Manatee Chamber of Commerce; American Red Cross, Manatee County Planned Giving Committee and the Manatee County Sherriff's Advisory Board.

In 2013 Florida Governor Rick Scott recognized Dave as a Five Star Wealth Adviser*.

Dave has a daughter, Sandra, grandson, Aaron, and two cats Tibby and Ichi. He enjoys cooking, fishing, and amateur radio.




*The Five Star Wealth Adviser Award is based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney, actively employed in the financial services industry for five years, favorable regulatory and complaint history review, and fulfillment of firm review based on internal firm standards, and accepting new clients. For additional evaluation criteria considered, click here