About
DAVID P VANDERZEE
CLU, ChFC, LUTCF, RTRP
Notary Public State of New York
"Accumulating assets is only half the battle, especially in this economy. You need to have a sound plan for preserving wealth. My clients rely on me to help them formulate such plans and put them in motion. Together we monitor their progress to make sure they stay on track."
Awards, Memberships and Community Service
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Million Dollar Roundtable (MDRT) 1981 - Current
MDRT Top of the Table 2004 - Current
NQA (National Quality Award) 1985-1989, 1991 - Current
NSAA (National Sales Achievement Award) 1984-1994, 1996 - Current
Society of Financial Service Professionals 30 Year Member
March of Dimes - Distinguished Volunteer Award
MDRT Foundation Gold Knight
New York Deer and Elk Farmers Association (NYDEFA), President
North American Deer and Elk Farmers Association (NADEFA), Past Board of Directors
Boy Scouts of America (Twin Rivers Council), Past Board of Directors
Rotary Past President and Paul Harris Award Recipient
Published
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Advisor Today September 2006
Round The Table September/October 2008
Advisor Today March/April 2011
New York Deer and Elk Farmers Association Winter 2022 Tax Edition