Dave McClanahan Email & Phone Number
Financial Advisor
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Dave McClanahan Location
- Atlanta, GA, US
Dave McClanahan Work
- 2016 -now Financial Advisor @ Wells Fargo Advisors
- 2014 -2016 Regional Private Banker @ Wells Fargo Bank, N.A.
- 2013 -2014 Financial Advisor @ Morgan Stanley
- 2011 -2013 Financial Representative @ Northwestern Mutual Financial
Dave McClanahan Education
- Malone University
Bachelors (Business Management)
2000-2004 - Johnson County Community College
Associates (Phi Theta Capa, Campus Crusade for Christ)
1995-1998
Dave McClanahan Skills
- Investments
- Finance
- Retirement
- Retirement Planning
- Securities
- Investments and Insurance
- Small Business
- Public Speaking
- Coaching
- Analysis
- Customer Service
- Insurance
- Fixed Annuities
- Sales
- Marketing
- Term Life Insurance
- Budgets
- Life Insurance
- Financial Security Analysis
- Disability Insurance
- Leadership
- Multi Generational Wealth Planning
- Has Errors
- Business Succession Planning
- Investment Planning
- Great
- 401k Rollovers
- Tax Efficient Strategies
- Business Owner Planning
- 401 Rollovers
- 401 Planning
Dave McClanahan Summary
- Dave McClanahan, based in Atlanta, GA, US, is currently a Financial Advisor at Wells Fargo Advisors. Dave McClanahan brings experience from previous roles at Wells Fargo Bank, N.A., Morgan Stanley and Northwestern Mutual Financial. Dave McClanahan holds a 2000 - 2004 Bachelors in Business Management @ Malone University. With a robust skill set that includes Investments, Finance, Retirement, Retirement Planning, Securities and more. Dave McClanahan has 1 emails and 2 mobile phone numbers on RocketReach.
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