Abby David

senior Client Service Associate

 

Abby started out as Snider Financial Group’s dedicated Admin Consultant at LPL Financial in 2022. By 2024 she made the full transition to SFG team as a Client Service Associate and in 2025 she was promoted to Senior Client Service Associate. She graduated from San Diego State University with a B.S. in Business Administration with an emphasis in Finance. Since then, she’s been working in the finance industry helping advisors achieve their clients’ financial goals.  

Abby’s main role at Snider Financial Group revolves around guiding her team of Client Service Associates in elevating the client service experience and operational efficiency. With her strong organizational skills and analytical thinking, she’s committed to the success of the team, providing clear communication and ensuring goals are met. Abby appreciates the collaborative and supportive culture at Snider Financial Group, and always strives to provide excellent service to our clients.  

Abby hails from sunny San Diego, CA and is always on the move since her significant other is serving in the U.S. Military. As an avid culinary enthusiast, Abby spends most weekday nights in the kitchen, concocting a variety of new dishes (though her grocery bill might raise an eyebrow or two). When it’s time to unwind, you’ll often find her cozied up on the couch with her loyal dog companion, Callie, building LEGO sets and enjoying Marvel movies. Abby is always looking for new, exciting recipes so if you have a favorite dish, send her a note!