David Barol, President
MPP, CFP®, CLU®, ChFC®, BFA®

Hi, I’m David Barol. Nice to meet you!

David Barol is our wealth advisor at Keystone Asset Management Strategies. With more than 20 years of experience, he specializes in helping clients create a values-based financial strategy so they can turn their dreams into achievable goals.


David earned his bachelor’s in Political and Social Thought from the University of Virginia and a Master’s in Public Policy from the John F. Kennedy School at Harvard. He spent many years working in economics consulting and then public finance.


David has made significant contributions to society, including writing the war risk insurance policy used by the federal government during the Gulf War and measuring the economic impact of investments in infrastructure; most notably the project that led to the building of the airport in Hong Kong.


He holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Planner™(CFP®), and Behavioral Finance Advisor (BFA®) designations

Build Your Financial Future with Keystone Asset Management Strategies

KeyAMS is a financial and investment planning

firm that uses economics, finance and behavioral

science to develop strategies for success. We

collaborate with attorneys, accountants, bankers,

and others to help address all your financial and

retirement planning needs.

What can Key AMS help with?

Manage your investments

Preserve your legacy

Mitigate risk

Transfer your business

Recruit, retain, & reward key employees

Plan for your financial future