David Blaylock Email & Phone Number
Global Planner Enablement @ LearnLux Financial Wellbeing
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David Blaylock Location
- Austin, TX, US
David Blaylock Work
- Global Planner Enablement @ (January 2026 - Present)
- Owner @ DBLOCK Consulting (January 2025 - Present)
- Director of Advice and Regulatory Compliance @ (September 2021 - December 2024)
- Head of Financial Planning and Advice @ (May 2020 - August 2021)
- Director of Financial Planning @ (July 2019 - April 2020)
- Consultant: Digital Product @ (July 2017 - June 2019)
- Planning Manager @ (February 2015 - July 2017)
- Senior Financial Planner @ (February 2013 - January 2015)
- Director of Operations and Financial Planner @ (September 2009 - October 2012)
- Financial Advisor @ (July 2004 - June 2009)
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
BS (Communication, Journalism, and Related Programs)
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 2 mobile phone numbers on RocketReach.
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