Individual investors buy municipal bonds for income exempt from federal, state and local income tax. David Polevoy CFP® discusses what you need to know to become a successful muni investor.
David Polevoy, CFP® is the firm’s Managing Member, with over 20 years of experience in wealth management, financial planning, pension planning, finance and insurance. He has served as a Director of The Metro New York Society of The Institute of Certified Financial Planners. His prior experience includes being a Branch Manager at the Midtown Manhattan office of Wachovia Securities Financial Network, Registered Principal at Times Square - based Metro Financial Planning, and private Financial Planner on Lexington Avenue. Early in his career, he has worked as a Financial Adviser at the Park Avenue office of Prudential Securities and learned from the best money managers of yesteryear.