Broker Check

About Us

DATCU Wealth Management

With over 20 years of experience, our team will work with you to determine the services and solutions that fit your financial needs and goals. Through financial planning, advice and investments, as well as progress meetings and smart technology, we can help you pursue your financial goals and adjust to whatever life brings. 

We're here to help you simplify your financial life and ultimately to feel more confident, connected and in control. 

Scott Robinson



Scott Robinson, President of DATCU Wealth Management, is a Wealth Advisor, Certified Fund Specialist (CFS), and Certified Financial Planner (CFP). With over 20 years of industry experience, he focuses on addressing members' investment and retirement planning needs at the credit union. Based in Frisco with his family, Scott aims to ensure seamless financial transitions for his clients.

- Scott Robinson 

David Robinson

Executive Vice President


David Robinson, Executive VP and Wealth Advisor at DATCU Wealth Management, excels in identifying client challenges and delivering viable solutions. As a licensed General Lines Insurance agent and holder of series 7 and 66 securities registrations with LPL Financial, David prioritizes listening to clients' needs and providing top-notch service. With 13 years in financial services, he resides in Little Elm with his wife and daughter.

- David Robinson