Broker Check
David  Macchia

David Macchia

Vice President

David Macchia brings over 25 years of experience in the financial services and insurance industries to Net Worth Management Group. As Vice President, David will utilize his strong expertise in long-term strategic planning and work alongside individuals and business owners to help them identify, progress toward and achieve their financial goals

David began his career in 1997 as a securities broker for Clifton Institutional Services where he acted as a financial intermediary between Primary Government Securities Broker-Dealers in the lending and borrowing of repurchase agreements. In 1999, David had the opportunity to join Bank of Tokyo-Mitsubishi’s securities lending department in New York City where he handled the lending of government securities out of the Bank’s clients portfolios. During the early 2000’s, he gained extensive experience and knowledge with all facets of commercial lending, including management and underwriting. As a former loan officer for Valley National Bank in Wayne, NJ and assistant to the Chief Financial Officer for First Trust Bank in Charlotte, NC, he assisted with the underwriting of commercial mortgage and loan applications as well as day to day operations of his customers accounts. He returned to Clifton Institutional Services in 2005 where he resumed his functions as a securities broker until the company closed its doors in 2012.

Prior to joining Net Worth Management Group, David was a Financial Services Representative at MetLife Premier Client Group, where he shared his expertise to personally assist numerous individuals and business owners with investment planning, risk management, budgeting, tax planning, retirement planning and estate planning

David’s dedication and high level of service provides our clients with experience, knowledge and commitment.

A graduate of Villanova University with a Bachelor of Science in Business Administration and a Major in Finance, David lives in Rockaway, New Jersey with his two sons, Max and Jackson.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Net Worth Management Group is not owned or operated by Equitable Advisors, LLC or its affiliates.