David G. Bollis
David Bollis has over 14 years of experience in providing comprehensive tax, financial, estate, and investment counseling services to high net worth individuals, businesses, athletes, entertainers, and entrepreneurial families. He has worked with a broad base of companies in various industries, including real estate, agriculture, construction, oil and gas services, financial services, and retailers.
His strategic areas of experience include income tax, wealth accumulation and transfer planning, charitable planning, as well as investment and insurance planning.
David transitioned from the West Palm Beach office to the Houston office of Andersen Tax in 2014. Before joining Andersen Tax, David was with Arthur Andersen in West Palm Beach and was a representative at a financial services firm in Coral Gables, Florida.
David currently serves on the Investment and Newsletter Committees for Andersen Tax and is a member of the Houston Estate and Financial Forum. He has served as Chair of the Supplement Review Committee for the Palm Beach County Estate Planning Council, and as the Treasurer & Director of Allied Professionals for the Gold Coast Chapter of the Financial Planning Association. He has also proudly served on the Board of Directors, Planned Giving Advisory Council, and as the Development Committee Chair for Habitat for Humanity Palm Beach County.