The people who work at Comprehensive Wealth Solutions not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease. Our only agenda is your agenda. We are here to help you realize your financial goals.
David Berman, AIF
David Berman’s comprehensive approach helps ensure that each client’s entire financial world, including retirement planning, investments, risk management, and estate planning, all works together. The CWS advice process enables clients to see how all of these areas are interrelated, helping them make wise financial decisions. When appropriate, David calls upon other industry experts with whom he has relationships.
David began his career with the former Dean Witter in 1991 and was promoted in 1996 to branch manager in what became the Morgan Stanley office in Knoxville. Then in 2001, David moved to UBS Financial Services’ downtown office. Finally, in February 2010, David left to begin his own wealth advisory business, Comprehensive Wealth Solutions, and is an investment adviser representative of Commonwealth Financial Network®, Member FINRA/SIPC, a registered investment adviser.
Qualifications and Affiliations
- Accredited Investment Fiduciary® (AIF®), 2014
- BS in marketing, University of Tennessee
- FINRA Series 7, 8, 31, 63, and 65 securities registrations
- Wharton School, Management Development Program
- American Cancer Society Charity Golf Tournament, past chairman
- Knoxville Business Association
- Fox Den Country Club, past board member
David and his wife, Susan, who is a pharmacist, have lived in Knoxville since 1989. They have two grown daughters, Hannah and Claire. When David is not working or spending time with the girls, he likes to play golf at Fox Den Country Club. Occasionally, he even finds time to go snow skiing or fishing!
David Berman is proud to have been recognized as a Business Experience advisor for 2015a distinction based on annual production that places him/her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Director of Client Operations
Erma Collett is the director of client operations at Comprehensive Wealth Solutions. Erma started her career at Raymond James and has almost 25 years of industry experience, most recently with UBS Financial Services in Knoxville. Erma is responsible for assisting clients in any operational issue that may arise. Whether it is helping with a required minimum distribution, an estate situation, or just about anything else, she has the experience to handle the issues.
Erma lives in Knoxville. She has two children: Kendall, who currently lives with her family in Sevierville; and David, who is currently serving in the United States Marine Corps.