David Edwards Email & Phone Number

Financial Planning Director @ Strategic Financial Associates, LLC

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David Edwards's Location

Vienna, VA, US

David Edwards's Work

Financial Planning Director @ Strategic Financial Associates, LLC
Vice President - Financial Planning Director @ Morgan Stanley Wealth Management
Financial Advisor @ Morgan Stanley

Vice President - Financial Consultant @ Charles Schwab
Certified Financial Planner @ Raymond James Financial Services
Certified Financial Planner @ Financial Services Company
Cost Analyst @ US Air Force

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David Edwards's Education

University of Oklahoma - Price College of Business
Bachelor's (Finance)
1982 - 1986

David Edwards's Skills

Strategic Financial Planning
Retirement Planning
Wealth Management

Retirement Income Strategies
Wealth Accumulation Strategies
Practice Management
Insurance
Investments
Retirement
Budgets

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David Edwards's Summary

David Edwards, based in Vienna, VA, US, is currently a Financial Planning Director at Strategic Financial Associates, LLC, bringing experience from previous roles at Morgan Stanley Wealth Management, Morgan Stanley, Charles Schwab and Raymond James Financial Services. David Edwards holds a 1982 - 1986 Bachelor's in Finance @ University of Oklahoma - Price College of Business. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management, Retirement Income Strategies, Wealth Accumulation Strategies and more, David Edwards contributes valuable insights to the industry. David Edwards has 2 emails on RocketReach.

David Edwards Email Address

Found 2 email address listings:

David Edwards Phone Number

Found 6 phone numbers:

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