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David Dauchy

Experienced financial professional empowering investors with customized solutions and guidance.

As Senior Vice President – Senior Portfolio Manager, David oversees the management of assets for investors. David adopts a consultative and collaborative approach, viewing each situation as a unique problem that requires a tailored solution for every client. He excels at simplifying complex issues, ensuring that clients can easily comprehend and navigate through them. Additionally, David effectively communicates the investment approach to his clients and provides guidance during challenging market and economic conditions.


  • Started working in the financial services industry in 1984
  • Joined Johnson Financial Group in 2024
  • Graduated from Loyola University of Chicago with a Bachelor of Business Administration – Economics in 1988 and a Master of Business Administration – Marketing in 1996
  • Chartered Financial Analyst (CFA)

Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.

Ask Me About

  • Business Succession Planning
  • Estate Planning
  • Retirement and Financial Planning
  • Wealth Strategy

Community Involvement

  • Resident of Mequon

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