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David Tawil

Founding Partner

Direct Line

Cell Phone

Email

Historical Relationship Tenure:

9 years

Years of Experience:

24 years

Educational Background

Texas State University, BBA, Finance

Designations/Certifications/Classes

Certified Trust and Fiduciary Advisor (CTFA®)
Fiduciary Graduate Program

Community Involvement

Other Notable Information

Member of the Executive Committee, co-chairs Investment Committee
Specialization in working with high-net-worth individuals, families, foundations and endowments
Specialization in leading advisors working with high-net-worth individuals, families, foundations and endowments

Personal Q&A

What quality/qualities make you stand out to your clients or coworkers?

First and foremost, trust. That is paramount in any relationship you are building for long-term success. Also, the ability to listen. You have to be able to learn and understand before you can truly help someone. No two clients are alike, and not having preconceived notions or ideas helps you focus on what is right for that particular client.

What do you consider your biggest accomplishment at Private Wealth?

As a founding partner of the firm, I’m most proud of creating a firm and culture where clients truly come first and are at the center of everything we do.

Where are you from? Where did you grow up?

San Antonio, TX.

What are your hobbies or favorite things to do in your free time?

Golf, fitness, cooking and spending time with my family and friends.

Favorite TV show, movie, or band?

Show: Seinfeld; Band: Billy Joel;

What motivates you or makes you happiest in your role?

Seeing people achieve their goals. Whether it’s a small goal or a large milestone, it is extremely meaningful.

What is the best piece of financial advice you ever received?

If something seems too good to be true, it probably is. Stay disciplined and focused on your goals and objectives and what is right for you.

Where is the coolest place you’ve ever visited, or want to visit?

Machu Pichu in Peru

Favorite Food?

Italian Food

Tell us about your family, pet(s) or give a fun fact about yourself!

Jodi and I have 4 beautiful girls in high school/college and our dog Bert (fox red lab) that all keep us equally busy.

Investment Advisory Services offered through Private Wealth Asset Management
1100 Capitol Avenue, Suite 200, Omaha, NE 68102

www.privatewealth.com

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Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

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The Forbes Top RIA Firms 2024 rankings (as of 03/31/2024, published October, 2024), provided by SHOOK®Research, LLC. are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

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