ABOUT DAVID

COMBINING AREAS OF EXPERIENCE TO PROVIDE

QUALITY FINANCIAL AND ESTATE PLANS

COMBINING AREAS OF EXPERIENCE TO PROVIDE

QUALITY FINANCIAL AND ESTATE PLANS

About David

I, David S. Underhill, have devoted my life to serving clients in ways that I would want to be served, and the below background helps to provide the ability to serve clients effectively:

BIOGRAPHY OF DAVID S. UNDERHILL

Email: duretplan@sbcglobal.net

Born: 1960, in Lansing, Michigan

Graduate of Mason High School (1978)

Cum Laude Graduate of Adrian College, Adrian, Michigan (1982) with emphasis on Economics, Political Science and Accounting, and Major in Business Administration, Bachelor of Arts Degree

Cum Laude Graduate of Thomas M. Cooley Law School, Lansing, Michigan (Juris Doctor Degree 1985)

Ranked 24th out of 131 Graduates
Law Review
Honor Roll, 5 of 8 terms
Dean's List
American Jurisprudence Award - Real Property Law
Certificate of Merit - Education Law

Michigan State Bar Exam, 1985

Ranked in top 18% Nationally

Life, Health, and Disability Insurance Licensed, State of Michigan, 1999

Score of 90% on General Securities Representative Exam, also known as Series 7 Exam

Investment Advisor Representative, Underhill Investments LLC, a Registered Investment Advisor

Licensed Investment Advisor Representative
Score of 91% on Uniform Combined State Law Examination, Including Investment Advisory Exam, also known as Series 66 Exam

Successfully served the retirement planning, estate planning and financial needs of hundreds of clients from all walks of life over the last 30 years.

Lifelong Michigan Resident

All written content on this site is for information purposes only. Opinions expressed herein are solely those of UNDERHILL INVESTMENTS LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by UNDERHILL INVESTMENTS, a Registered Investment Advisor in the State of Michigan and Arizona. Insurance products and services are offered through UNDERHILL WEALTH MANAGEMENT Legal services are provided by DAVID S. UNDERHILL, Attorney at Law. UNDERHILL INVESTMENTS, LLC, UNDERHILL WEALTH MANAGEMENT, and DAVID S. UNDERHILL, Attorney at Law, are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Michigan and Arizona or where otherwise legally permitted.