David Blaylock Email & Phone Number
Global Planner Enablement @ LearnLux Financial Wellbeing
5 free lookup(s).
David Blaylock Location
- Austin, TX, US
David Blaylock Work
- 2026 - now Global Planner Enablement @
- 2025 - now Owner @ DBLOCK Consulting
- 2021 - 2024 Director of Advice and Regulatory Compliance @
- 2020 - 2021 Head of Financial Planning and Advice @
- 2019 - 2020 Director of Financial Planning @
- 2017 - 2019 Consultant: Digital Product @
- 2015 - 2017 Planning Manager @
- 2013 - 2015 Senior Financial Planner @
- 2009 - 2012 Director of Operations and Financial Planner @
- 2004 - 2009 Financial Advisor @
David Blaylock Education
- Texas A&M University School of Law
Master Legal Studies (Wealth Management)
2023 - 2025 - Southern Methodist University
Professional Program (Financial Planning)
2006 - 2008 - Texas A&M University 1998 - 2002
David Blaylock Skills
- Financial Technology
- FinTech
- Investment Strategies
- Leadership
- Financial Planning
- Portfolio Management
- Digital Strategy
- Change Management
- Risk Management
- Life Insurance
- Budgets
- Disability Insurance
- Estate Planning
- Retirement Planning
- Investment Advisory
- Financial Advisory
- Solution Selling
- Client Satisfaction
- Wealth Management
- Finance
- Entrepreneurship
- Product Development
- Strategy
- Investments
- Business Development
- Consulting
- Marketing Strategy
- Microsoft Office
- Public Speaking
- Staff Development
- Training
- Team Management
- Client Relations
- Customer Service
- Mentoring
- Presentations
- Employee Training
- Process Improvement
- Digital Product Advocacy
- Personal Financial Planning
- Certified Financial Planner
- Financial Education
- Operational Systems
- Relationship Development
- Money Management
- Wealth Management Services
- Financial Services
- Investment Management
- Personal Finance
- 401k
- IRAs
- 401k Rollovers
- Insurance
- Marketing
- Project Planning
- Volunteer Management
David Blaylock Summary
- David Blaylock, based in Austin, TX, US, is currently a Global Planner Enablement at LearnLux Financial Wellbeing. David Blaylock brings experience from previous roles at DBLOCK Consulting, Origin and Silvur. David Blaylock holds a 2023 - 2025 Master Legal Studies in Wealth Management @ Texas A&M University School of Law. With a robust skill set that includes Financial Technology, FinTech, Investment Strategies, Leadership, Financial Planning and more. David Blaylock has 2 emails and 1 mobile phone numbers on RocketReach.
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Petrina Thompson
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Jodie Williams
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Brin Chartier
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Tara Nardella
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