Andrew David Location
- Memphis, TN, US
Andrew David Work
- 2020 - now Founder @ Connect Advisory Group, LLC
- 2008 - 2020 Vice President @ Apex Financial Group LLC
- 2002 - 2020 Financial Services Professional @
- 2009 - 2012 Managing Associate @
- 2005 - 2008 Technology Manager @
- 1999 - 2000 Tennis Instructor @ Gleny Ayre Racket Club
- 1999 - 1999 Package Handler @
- 1998 - 1998 Package Handler @
Andrew David Education
- Wheaton College
BS (Computer Science, Bible Theology (minor))
1997 - 2001 - Ridgeway High School 1995 - 1997
- St. Xavier's Collegiate School 1984 - 1994
Andrew David Skills
- Estate Planning
- Series 63
- Cash Management
- Fixed Annuities
- Pensions
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- IRAs
- Investments
- Financial Risk
- Group Insurance
- Variable Annuities
- Series 6
- Finance
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Specialist Services
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Multi Generational Wealth Transfer
- Investment Strategies
- Buy Sell Agreements
- Risk Management
- Asset Management
- Wealth Accumulation
- Key Person Insurance
- Long Term Care
- Disability Insurance
- Executive Compensation
- Wealth
- Long Term Care Insurance
- Executive Compensation Planning
- Small Business
- Multi Generational
- General Insurance
- 401k Rollovers
- Personal Finance
- Term Life Insurance
- Health Insurance
- Retirement
- Retirement Plan
- Analysis
- Employee Benefits
- Securities
- Trust Services
- Whole Life
Andrew David Summary
- Andrew David, based in Memphis, TN, US, is currently a Founder at Connect Advisory Group, LLC. Andrew David brings experience from previous roles at Apex Financial Group LLC and MassMutual Financial Group. Andrew David holds a 1997 - 2001 BS in Computer Science, Bible Theology (minor) @ Wheaton College. With a robust skill set that includes Estate Planning, Series 63, Cash Management, Fixed Annuities, Pensions and more. Andrew David has 1 emails and 3 mobile phone numbers on RocketReach.
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