As financial advisors in Tampa, FL, we specialize in helping medical professionals fine-tune their financial health and achieve their short, intermediate, and long-term goals.
David Duquette
President
dduquette@westshorefinancial.com
Meet Dave Duquette, President of Impact Medical Advisors. Dave joined the financial services industry with one mission in mind: to help fix the mistakes of a flawed industry and help people gain control of their finances.
Dave’s passion for getting people out of consumer debt is at the cornerstone of everything he does. When not meeting with clients, he regularly gives presentations on financial wellness at the University of South Florida, South University, University of Tampa, and Barry University. He’s also worked with the University of Florida and the Largo Medical Center Residency Program.
Dave lives in Odessa, Florida, with his wife and two children, Elle and Mason. Outside of work, Dave enjoys spending time with family and friends, playing golf, and motocross racing.
Dave holds his Series 6, 7, 66, and 2-15 licenses.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, AR Insurance License Number - 17147828.
George Lymberis
Financial Representative
george.lymberis@westshorefinancial.com
Financial Representative of Guardian
Why medical professionals?
Dave’s wife has been an orthopedic PA for over 10 years. Early on in his career, Dave began working with the Florida Academy of Physician Assistants (FAPA) where he helped medical professionals manage their debt and gain financial freedom.
His passion for the medical field grew from there.
Today, Dave and his team work with people in all stages of the medical field—from new students with growing student loan debt to retired physicians living off their reward.
As a medical professional, you’ve spent many years perfecting your craft (decades, even). The countless hours you spend in the office leaves you with very little time to dedicate to your financial health.
At Impact Medical Advisors, our job is to alleviate your financial stress and give you confidence so you can get up, do the work you love, and enjoy your time with family and friends.
When you choose to partner with us, you’re choosing a dedicated team of professionals who care about your financial health in the same way you care about your patients’ health.