David Roberson

David Roberson named his company after his mother, Azella, but more about that in a minute.

David was one of five growing up in KCK. After school, he spent five years at some of KC’s finest marketing and advertising agencies, specializing in technology and design, two of his passions from childhood. David then moved into the financial services industry, working for a large registered investment advisor. While there, he helped build their overall digital marketing strategy.

While David honed his digital marketing skills, learning things like SEO, User Experience, website development, and lead generation through paid media, he also acquired a greater knowledge and understanding of financial services and advisory space.

Given his involvement in the creation and execution of omnichannel digital marketing strategies, David started his own business on the side, 2D Optimized Marketing. They focus on helping companies reach their growth goals by driving website traffic and optimizing digital ad spend to generate leads. 

With his experience in marketing at a financial organization and owning his own digital marketing company David launched his firm, Azella, in 2020.

A born entrepreneur, David founded Azella, his mother’s namesake, to help financial advisors, RIAs, and investment managers build their overall marketing strategy. This includes creating a unique brand and story, which is then used to develop a digital presence to help drive overall growth using complete funnel marketing techniques.

With Azella, David plans to help address the equity wealth gap he experienced growing up and change the perception that financial advisors are only for the "wealthy." Part of his impetus for starting Azella was the opportunity to use his talents in an industry so many could benefit from him, including his mother, Azella, had it been available and accessible to her.

David’s bigger vision for Azella is to increase financial literacy through his expertise and hands-on community involvement. In addition, he is working on a platform that will provide financial education and match individuals with advisors regardless of their asset level. Finally, he aims to break down the barrier that kept his mother from seeking financial advice years ago.

On top of running Azella, David is a board member with Adelante Thrift. Proceeds from the store support the work at Mission Adelante in KCK, a local ministry serving immigrants and refugees from all places.

David has had such a huge impact already, and I know he will continue to help people nationwide through his work with Azella and within the community. I look forward to watching and supporting him in changing the landscape for financial advisors.

Azella website: azella.io