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David Ocasio, ChFC®

Senior Advisor Consultant
3535 Grandview Pkwy., Ste. 600
Birmingham, Alabama, 35243


David Ocasio serves as a Senior Advisor Consultant at Highland Capital Brokerage, where he delivers robust solutions and significant results for top-producing financial advisors. He offers strategic guidance, conducts marketing analysis, and specializes in case design. Providing highly dedicated support since 2003, his expertise lies in capital preservation and income planning. An award-winning annuity wholesaler who has helped advisors place over a billion retirement dollars into plan, Ocasio is the expert you need to grow your business and achieve your goals.

As a Chartered Financial Consultant® and a Certified National Social Security Advisor, Ocasio brings a unique blend of experience and knowledge rarely seen among annuity wholesalers.

Ocasio lives in Loudoun County, Va., with his wife, Marina, and their three lovely daughters, Sofia, Alicia, and Bianca. Ocasio and Marina’s life revolves around their family, and they love taking RV trips whenever possible. Ocasio also enjoys biking, taekwondo, and occasional mountain climbing.

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