J. David Strother, CFP®, AIF®, AIFA®

Financial Advisor


David Strother already had a long and successful career as a commercial lender when he got involved with his bank’s wealth advisory team. Having worked closely with business owners as a lender, he broadened his skillset by becoming a CERTIFIED FINANCIAL PLANNER™ professional and earn his Accredited Investment Fiduciary Analyst® certification. He then began a mentoring relationship with industry icon Nick Murray, and later joined a study group with his future partner, Larry Sikes.

David’s transition from banking to wealth management was fairly easy, he recalls, noting the similarities in the needs of wealth management clients and commercial borrowers, as well as key differences. “It’s fine to accumulate wealth for its own sake,” David says. “But for me, I’m much more interested in helping clients who have not only found financial success, but also want to use that wealth to do something significant beyond themselves.” Despite his busy schedule, David invests a great deal of time and effort in his community, helping to serve in various civic and arts organizations. “People ask me how I have the energy to be so active,” he explains, “and I answer that these activities actually give me energy.”

When I was in commercial lending, I usually wore the white hat — especially when I was approving loans. But if problems developed on a loan, I might have to switch to the black hat, a role I really didn’t like. In wealth management, I appreciate that I get to wear the white hat all of the time.

— David Strother

Professional and Educational Accreditations

  • 30+ years in finance and financial services
  • Accredited Investment Fiduciary, AIF®
  • Accredited Investment Fiduciary Analyst, AIFA®
  • Registered Representative, Avantax Investment Services℠
  • Bachelor of Arts, University of Texas, Austin

Civic and Professional Activities

  • Board of Commissioners (Secretary, Treasurer, Vice Chairman and Chairman), Lafayette Economic Development Authority (since 2008)
  • Volunteer Technical Advisory Panel for the implementation of I-49 corridor Preservation and Management Action Plan (appointed 2008)
  • Board Chairman since 1990, Louisiana Capital Certified Development company
  • Graduate, Leadership Shreveport (1984); Leadership Lafayette (1990)
  • Board of Directors two terms and Committee Chairman, Lafayette Chamber of Commerce (1990-2005)
  • Current Member and Former Board of Directors (1995-2000), Leadership Institute of Acadiana
  • Board of Directors, Vice Chairman of the Board, Chairman of the Board, Better Business Bureau of Acadiana (1990-2005)
  • Board of Directors, Acadiana Arts Council and Lafayette Education Foundation (1995-2005)
  • Member since 1994, Mystick Krewe of Louisianans, Washington DC Mardi Gras Krewe