Skip to main content
Search

David Ocasio, ChFC®

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

About

David Ocasio, Vice President and Senior Advisor Consultant at Highland Capital Brokerage, delivers strong solutions and substantial results for top-producing financial advisors by providing strategic guidance, marketing analysis, and case design. Specializing in capital preservation and income planning, David’s nearly 20 years of experience underpins his highly dedicated support. An award-winning annuity wholesaler who has helped advisors place over a billion retirement dollars into plan, David is the expert you need to grow your business and achieve your goals.

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

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

Registration Form

  • Must be at least 8 characters in length, and include three of four of the following:
    • An uppercase character
    • A lowercase character
    • A number
    • A symbol
Are you currently working with Highland?
Are you a licensed Agent?