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David S. Veatch, CLU

Senior Risk Specialist

David S. Veatch is a Senior Risk Specialist for Clearwater Capital Partners.  David’s long career in financial services with an emphasis in insurance planning ideally suits him to lead Clearwater Capital Partners Risk Management Division.  

David came to Clearwater after 14 years as a Senior Vice President at Capitas Financial.  Capitas Financial is a full service marketing organization offering insurance planning support to the leading investment advisory firms in the industry.  Their expertise is with life insurance, long term care, disability and annuities from an independent platform of the leading insurance companies.  

Clearwater Capital has worked with David and Capitas for the past 10 years to serve our clients insurance needs.  When it became a strategic objective to develop Clearwater Capital’s risk management capabilities internally, David was a natural fit to come aboard to help lead that initiative.  The goal of Clearwater Capital’s risk management team is to assist clients in assessing potential risks to achieving their financial objectives and minimize or eliminate those risks.  The team works alongside it’s wealth managers to assist individual clients in achieving their personal financial planning goals.  The team also assists business owners and corporate clients to manage the many risks that face a business and its operations.  

Upon graduation from the University of Illinois, David started his career in financial services as a consultant with Equitable Financial.  As a representative of Equitable he served his individual clients financial planning needs and corporate client’s retirement and insurance planning goals.  Upon leaving Equitable David moved to a management position with Bank One and then to Wintrust Financial.  In these positions he assisted the investment advisors, trust and bank officers with insurance planning strategies for individual and commercial clients.  His diverse experience has helped him to develop a consultative planning approach, extensive industry knowledge and he brings a unique background to CCP. 

David is a long time resident of Bartlett with his wife, Mary Lynn.  They have two children, a son Kevin also with CCP and a daughter who lives in Baltimore.  David has been active in advanced professional training and involved in various social organizations including…
 

Chartered Life Underwriter    CLU
Life Underwriting Training Council    LUTC
Financial Planning Association of Illinois
Estate Planning Council
Society of Financial Services Professionals
Coach youth athletics
Sigma Chi Fraternity Chapter Advisor
Volunteer Special Olympics