Five Star award winner David Nastri, Esq.

PROFESSIONAL PROFILE

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David Nastri, Esq.

SVP, Wealth Consultant

Webster Investments

145 Highland Ave

Cheshire, CT 06410

Office: 203-250-5903

Cell: 203-250-5903

dnastri@websterbank.com
https://public.websteronline.com/people/david-nastri-esq

Professional Approach

David uses his broad and diverse educational background to provide a depth of knowledge and experience to his clients. As a licensed attorney with a graduate degree in business, David is able to leverage that
knowledge with his financial advisory experience to support his clients. His deep understanding of the legal and tax framework behind generational wealth transfers, long term care planning and the use
of trusts to protect assets gives David’s clients a resource that is not available with many advisors.
Each client’s situation is unique, and David builds a plan focused on the most important criteria to the client. He uses combinations of assets to seek a balance of protection, income and portfolio growth that blend together to give each client a working plan that helps promote financial confidence.

David has 15 years’ experience in investment services, specializing in trust and estate planning strategies as well as elder care.

David is a combat veteran who served in Afghanistan as an Infantry Staff Sergeant in the United States Army. He holds a law degree and a Master’s in Business Administration from Quinnipiac University.

David has served on the boards of several non-profits. He is also an altruistic kidney donor, successfully donating a kidney to a local school teacher in 2001. David received BA and MBA degrees from Quinnipiac University.

See Accomplishments

This award was issued on 11/1/22 by Five Star Professional (FSP) for the time period 2/28/22 through 09/2/22. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 3191, 272, 9%, 11/1/21, 2/15/21 - 9/10/21; 2020: 3048, 285, 9%, 11/2/20, 2/17/20 - 9/18/20; 2019: 3147, 289, 9%, 11/1/19, 2/18/19 - 9/27/19; 2018: 3178, 293, 9%, 11/1/18, 2/15/18 - 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 - 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 - 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 - 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 - 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 - 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 - 9/10/11.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

Securities and insurance offered through LPL or its affiliates are not insured Webster Bank deposits and are

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

These products are not obligations of Webster Bank and are not endorsed, recommended or guaranteed by Webster Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss, and/or transact securities business with residents of the following states: AZ, CA, CT, DC, FL, GA, ME, MD, MA, MS, MO, NV, NH, NJ, NY, NM, NC, OK, PA, RI, SC, TX, UT, VA, WA

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.