David Harrison NorthStar

David Harrison
dharrison@northstarsecurities.com
281.382.4614┃direct

 

 

David Harrison, Senior Regional Vice President

David Harrison serves as senior regional vice president for NorthStar Securities, LLC (NorthStar) covering southern Texas and Louisiana where he manages NorthStar’s sales efforts and supports advisors.

David has accumulated extensive experience in various capacities over 22 years in the financial services industry. Prior to joining NorthStar, he served as a regional vice president at Transamerica where he was responsible for sales and marketing of variable annuities. David also worked for Deutsche Asset Management, as a regional vice president for Scudder Annuities in Texas and Louisiana.

During his tenure at Scudder, David was certified nationally to provide continuing education to hundreds of other financial professionals on topics such as annuity taxation and contract structure, 1035 exchange suitability, income planning for retirees, asset allocation and qualified retirement plans, to name a few. David has a passion for alternative investments and is committed to providing exemplary service and support to advisors.

David and his wife, Darci, live in Cypress, Texas, with their two children. David enjoys traveling, tennis, spending time with his family and playing an occasional round of golf.

Education
Bachelor of Arts, Humanities, The University of Chicago
Securities Licenses
Series 6, 7 and 63

 

RMartinez

Ron Martinez
rmartinez@northstarsecurities.com
720.897.4845┃direct

Ron Martinez, Associate Vice President, Sales Desk Manager

Ron Martinez serves as associate vice president and sales desk manager for NorthStar. Ron is responsible for leading NorthStar’s internal sales efforts, primarily focused on overseeing, developing and implementing the retail distribution strategy for NorthStar’s wholesalers. He also operates as the dedicated contact for the southern Texas and Louisiana team, offering service and support to advisors.

Ron brings over 15 years of investment experience to his role and is responsible for providing communication and education on NorthStar’s non-traded alternative investment products while cultivating relationships with advisors.

Prior to joining NorthStar, Ron served as a financial advisor for such firms as UBS/Paine Webber, Merrill Lynch and Charles Schwab. The invaluable training and experience that he learned from his client relationships help him to better provide service and support to advisors today.

Ron lives in the Denver area with his three children. They enjoy all the outdoor activities that Colorado provides.

Education
Bachelor of Science, Accounting and Business Administration, University of Southern Colorado
Securities Licenses
Series 7, 24 and 63