Wealth Partners
David Li

"I treat clients as an extension of my own family—always with urgency, respect and the highest integrity."

Boston, Massachusetts 02110

Palm Beach Gardens, Florida 33410

Awards and Industry Recognition

Featured in

Forbes

America's Next Gen Advisors

2022 • 2021 • 2020 • 2019 • 2018 • 2017

Best-In-State Wealth Advisors

2022 • 2021 • 2020 • 2019

Financial Planning

Top 40 Under 40

2022 • 2021

Meet Our Team

David Li
Managing Director
Wealth Partner

david.x.li@jpmorgan.com

Victor Hernandez
Executive Director
Wealth Partner

victor.k.hernandez@jpmorgan.com

Andrew J. Outcalt
Business Analyst

andrew.outcalt@jpmorgan.com

Jake Smith
Analyst

jake.r.smith@jpmorgan.com

Jonathan Farah
Investment Specialist

jonathan.farah@jpmorgan.com

Michael Parks
Team Chief Operating Officer

michael.s.parks@jpmorgan.com

Disclosures

Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.