David Alexander Email & Phone Number
Senior Wealth Advisor @ Goelzer Investment Management
5 free lookup(s).
David Alexander Location
- Indianapolis, IN, US
David Alexander Work
- 2022 -now Senior Wealth Advisor @
- 2009 -2022 Senior Fiduciary Advisory Specialist @
- 2005 -2008 Private Client Advisor @
- 2005 -2005 Advice Manager @
- 2000 -2004 Senior Advice and Planning Consultant @
David Alexander Education
- Ball State University
BGS (Business, Music)
1988-1991
David Alexander Skills
- Strategic Financial Planning
- Investments
- Wealth
- High Net Worth Individuals
- Financial Services
- Financial Advisory
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Series 7
- Estate Planning
- Wealth Management
- Portfolio Management
- Series 63
- Securities
- Credit
- Investment Management
- Financial Planners
- Wealth Management Services
- Insurance
- Investment Advisory
- Relationship Management
- Banking
- Finance
- Financial Planning
- Management
- Risk Management
- Asset Management
- Retirement
- Loans
- Business Analysis
- Strategic Planning
- Microsoft Office
- Training
- Customer Service
- Financial Analysis
- Trading
David Alexander Summary
- David Alexander, based in Indianapolis, IN, US, is currently a Senior Wealth Advisor at Goelzer Investment Management. David Alexander brings experience from previous roles at Wells Fargo Bank, Wells Fargo Bank N.A. and Charles Schwab. David Alexander holds a 1988 - 1991 BGS in Business, Music @ Ball State University. With a robust skill set that includes Strategic Financial Planning, Investments, Wealth, High Net Worth Individuals, Financial Services and more. David Alexander has 3 emails on RocketReach.
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Top Goelzer Investment Management Employees
George Wild
Sr Portfolio Manager
Indianapolis, IN, US
Chris Cotterill
President
Indianapolis, IN, US
David Alexander
Senior Wealth Advisor
Indianapolis, IN, US
Cheryl Ackerman
Chief Financial Officer
Carmel, IN, US
Greg Goelzer
Chief Executive Officer
Indianapolis, IN, US
Sherri Wilson
Senior Client Services Manager
Carmel, IN, US
Scott Breske
Portfolio Operations Manager
Carmel, IN, US
Heather Tilton
Director of Administration
Carmel, IN, US
Jeffrey Bush
General Counsel and Chief Compliance Officer
Indianapolis, IN, US
Jeffrey Borgert
Institutional Investment Advisor
Indianapolis, IN, US
Suzy Goelzer
Director Of Strategic Partnerships
Indianapolis, IN, US
Adrian Miller
Principal | Director of Private Office
Indianapolis, IN, US
Philip Kojich
Senior Institutional Consultant
Indianapolis, IN, US
Brian Pyne
Managing Director - Private Client
United States
Sara Omohundro
Investment Strategist
Indianapolis, IN, US
Brett McKamey
President
Indianapolis, IN, US
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