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About B.I.G.

Our team of professionals is tenured and passionate about providing financial services that span a spectrum of needs. Learn more about our credentials and contact any one of us to learn more about how we can best support you.

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We find our fulfillment in helping others. It’s not just money, it’s goals, hopes and dreams and each member of our team makes it a point to help you achieve yours.
-David Boothe

B.I.G. Team

President, Financial Advisor

David is the Founder and President of B.I.G. Investment Services. He got his start in financial services through the life insurance industry in 1993 and has been serving individual investors as a full-service financial advisor for 25 years – guiding his clients through the Dot Com Crash in 2000 and subsequent recession, 9/11, the 2008/2009 financial crisis, the COVID Pandemic of 2020 and the 2022 inflation scare.

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Chief Operating and Compliance Officer, Financial Advisor

Christina is Chief Operating and Compliance Officer for B.I.G. Investment Services. She is a graduate of Wilmington University with a degree in Business Management and Finance.

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Chief Financial Officer

302-734-7526

Lisa is the Chief Financial Officer for B.I.G. Investment Services. She is a graduate of Delaware State University, majoring in Business Administration with a minor in Music.

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Operations Manager

Carol is Operations Manager of B.I.G. Investment Services. She attended Wilmington University for Business Management.

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Marketing Director

Tessa is the Marketing Director for BIG Investment Services. She graduated from Bellevue University with a degree in Business Management and Marketing.

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Office Manager

302-734-7526
rbenton@abigplan.com.

Rachel is the Office Manager for BIG Investment Services. She graduated from Wilmington University with a degree in Business Management.

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C.E.O "Chief Emotional Officer"

302-734-7526
admin@abigplan.com

Skipper is the C.E.O. “Chief Emotional Officer” at B.I.G. Investment Services. His main role is to greet clients with a welcoming and happy disposition as well as work with B.I.G. staff to keep their spirits lifted throughout the day.

Fiduciary Duty: Putting YOU First

B.I.G. Investment Services operates as a fiduciary, which means we are legally and ethically bound to act in the best interests of our clients. 

This fiduciary duty requires us to provide investment advice that prioritizes our clients' needs above our own, ensuring transparency, honesty, and loyalty in all financial dealings. By adhering to this standard, B.I.G. Investment Services commits to making decisions that align with the clients' financial goals and circumstances, avoiding conflicts of interest, and providing full disclosure of any potential conflicts. This fiduciary responsibility fosters trust and confidence, allowing clients to rely on the firm for unbiased, client-focused financial guidance.

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Boothe Investment Group Inc. (“B.I.G. Investment Services”) is a registered investment adviser offering advisory services in the State(s) of DE, MD, NC, PA, TX, VA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Contact B.I.G. Investment Services

450 Kings Hwy N.E., Dover, DE 19901

Local: 302-734-7526

Toll-Free: 1-866-946-7526

info@ABigPlan.com

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