DATCU Wealth Management was established in 2008 and provides financial planning services for DATCU Credit Union members. Our financial services team is comprised of seasoned industry professionals well-equipped to handle any wealth planning needs, whether that be income generation, investment strategies, retirement planning, or a mix of all of these and more. Our aim is to take the mystery out of preparing for your tomorrow. With tactical financial management and individualized, holistic strategies specifically tailored to your unique goals, we help you pursue financial success and a comfortable future for yourself and your family.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss.
President & Wealth Advisor
Scott Robinson, President of DATCU Wealth Management, is a Wealth Advisor, Certified Fund Specialist (CFS) and Certified Financial Planner (CFP). Scott works closely with the members of the credit union to address all of their investment and retirement planning needs. His goal is to facilitate financial transitions that feel seamless for his clients.
Scott has over 20 years of experience in the financial services industry, and currently resides in Frisco with his family.
Executive Vice President & Wealth Advisor
David Robinson serves as both Executive Vice President as well as a Wealth Advisor for DATCU Wealth Management. David takes pride in his ability to uncover the challenges his clients face, and finding the viable opportunities and solutions needed to conquer them. A licensed General Lines Insurance agent, he also holds his series 7 and 66 securities registrations with LPL Financial. David understands the importance of listening earnestly to his clients' needs, acting solely in their best interest and providing them with the high level of service they rightfully deserve.
David has worked in the financial services industry for 13 years, and lives in Little Elm with his wife and daughter.