Background & Focus:
David Labourdette, Sr. is the Managing Director & Senior Wealth Advisor at Heritage Lake Advisors. With over three decades in the financial services industry, he is deeply committed to ensuring his clients make the most of the wealth they’ve spent their lives building, as well as aiding them to preserve it for future generations.
He considers it a privilege to help his clients build, manage, preserve and transfer their wealth in a way that makes a meaningful difference. David believes wealth is not about money, it’s about being in a position to do the things that matter the most – to him that means striving to empower clients to live their best lives today while aspiring to build a lasting legacy for tomorrow.
David works with high-net-worth families and institutions and takes pride in delivering the customized advice and high-level service they need, want, and deserve. He is guided by his commitment to putting clients first, which includes actively listening to understand, serving with purpose and uncompromising integrity, and striving to ensure options and opportunities are aligned with what’s most important to them. His top priority is being the trusted resource on which clients can depend for whatever they need, whenever they need it.
Outside the Office:
After serving in the Air Force, David returned to his hometown of Skaneateles, where he still lives today with his wife Jamie. Together they have 5 children and 5 grandchildren they enjoy spending time with. A believer in giving back, he has volunteered with many organizations, most recently serving on the board of St. Joseph’s College of Nursing. He and his wife love traveling, playing pickleball and staying active outdoors skiing, boating, hiking, and camping.
His life, both personally and professionally, is a reflection of his values—integrity, service, and the desire to make a meaningful difference.
- FINRA Series 7 & 8
- CA Insurance License (0E04560)
