David Daughtrey Location
Scottsdale, AZ, US
David Daughtrey Work
- 2025 - now Managing Director, Senior Wealth Advisor @ Lido Advisors, LLC
- 2005 - 2025 Chief Investment Officer and Advisor @ Copperwynd Financial
- 2001 - 2005 Advisor @ Capital Group
- 1996 - 1998 Director, Asset Backed Finance @ Merrill Lynch
- 1989 - 1996 Vice President, Asset Securitization @ Chase Securities
David Daughtrey Education
- Brigham Young University
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
1987 - 1989 - Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.) (Finance and Financial Management Services)
1984 - 1987
David Daughtrey Skills
- Retirement Planning
- Wealth Management
- Retirement
- Financial Advisory
- Investment Advisory
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Asset Allocation
David Daughtrey Summary
David Daughtrey, based in Scottsdale, AZ, US, is currently a Managing Director, Senior Wealth Advisor at Lido Advisors, LLC. David Daughtrey brings experience from previous roles at Copperwynd Financial, Capital Group, Merrill Lynch and Chase Securities. David Daughtrey holds a 1987 - 1989 Master of Business Administration (M.B.A.) in Finance and Financial Management Services @ Brigham Young University. With a robust skill set that includes Retirement Planning, Wealth Management, Retirement, Financial Advisory, Investment Advisory and more. David Daughtrey has 1 emails and 1 mobile phone numbers on RocketReach.
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