David S. Bone

David takes a holistic and comprehensive approach to financial planning, building deep, meaningful relationships with his clients to truly understand and achieve their goals. With an analytical mindset, empathetic nature, and extensive knowledge base, he is committed to providing exceptional service and guidance.

Before joining One Plus One Wealth, David worked at Equitable, where he not only helped clients reach their financial aspirations but also supported fellow advisors in their practices. He specialized in planning and investment support, serving as a trusted resource and area expert.

Prior to his career in financial services, David was a faculty member at Barry University’s Andreas School of Business. There, he taught courses in sport finance and business statistics, cultivating strong connections with students to help them succeed both academically and personally.

Originally from New Jersey, David now resides in The Acreage, Florida, with his wife, Natalie, their three young children—Quinlan, Dempsey, and Laken—two dogs, and a flock of chickens. In his free time, he enjoys outdoor adventures with his children, cooking, home improvement projects, and serving as a den leader with Cub Scout Pack 147.