Chad David Email & Phone Number
Senior Financial Advisor, Managing Director @ Merrill Lynch
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Chad David Location
- Baton Rouge, LA, US
Chad David Work
- 2015 -now Senior Financial Advisor, Managing Director @
Chad David Education
- Louisiana State University System
Bachelor's Degree
1986-1991
Chad David Skills
- Investment Manager
- Wealth Management Planning
- Retirement Planning
- Investments
- Estate Planning
- Client Services
- Retirement Asset Distribution
- Financial Planning
- Microsoft Word
- Training
- Portfolio Management
Chad David Summary
- Chad David, based in Baton Rouge, LA, US, is currently a Senior Financial Advisor, Managing Director at Merrill Lynch Wealth Management. Chad David holds a 1986 - 1991 Bachelor's Degree @ Louisiana State University System. With a robust skill set that includes Investment Manager, Wealth Management Planning, Retirement Planning, Investments, Estate Planning and more. Chad David has 2 emails and 1 mobile phone numbers on RocketReach.
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