David Barlow, CFP®
Financial Advisor
David is a CFP® and an enthusiastic cricketer.
As a financial advisor, David has a passion for the confidence and clarity that planning can bring to his client’s lives. David specializes in helping clients transform complex situations into understandable and impactful actions to achieve their financial goals.
David has a Bachelor of Arts from Southern New Hampshire University and is a CFP® (CERTIFIED FINANCIAL PLANNER™). He joined Grimes & Company in 2024. His career in financial services began over two decades ago, working for an investment firm before transitioning to personal wealth management in 2016. For the last five years, David provided comprehensive financial planning for the high net-worth clients of a local registered investment advisor.
David, a native of Australia, grew up in Darwin, before moving to the US in 2000. He now lives in Waltham, MA where he and his wife enjoy travelling and attending local trivia nights. Outside of work, David spends time with his two children, hosting events for local Aussie expats and attempting to play cricket and soccer.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.