David G. Bollis

David Bollis has over 20 years of experience in providing comprehensive tax, financial, estate, and investment counseling services to high-net-worth individuals, businesses, entrepreneurial families, and professional athletes. He has worked with a broad base of companies in various industries, including real estate, oil and gas, financial services, agriculture, construction, and retailers.

His strategic areas of experience include income tax, wealth accumulation and transfer planning, charitable planning, as well as investment and insurance planning.

David transitioned from the West Palm Beach office to Andersen's Houston office in 2014. Before joining Andersen, David was with Arthur Andersen in West Palm Beach and was a representative at a financial services firm in Coral Gables, Florida.

David currently serves on the Investment and Newsletter Committees and the NextGen & Philanthropic Initiatives Strategy Teams for Andersen Tax. He serves on the Board of Directors of the Houston Estate and Financial Forum and is a member of the Houston Estate Forum. He has served as Chair of the Supplement Review Committee for the Palm Beach County Estate Planning Council and as the Treasurer & Director of Allied Professionals for the Gold Coast Chapter of the Financial Planning Association. He has also proudly served on the Board of Directors, Planned Giving Advisory Council, and as the Development Committee Chair for Habitat for Humanity Palm Beach County.