David Emery Email & Phone Number

Adjunct Professor @ Temple University

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David Emery Location

Doylestown, PA, US

David Emery Work

2024 - now Wealth Advisor @ WA Asset Management, LLC
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2021 - now Adjunct Professor @ Temple University
2021 - 2025 Senior Financial Planner @ Planning Capital Management Corp

2011 - 2021 CERTIFIED FINANCIAL PLANNER™ practitioner @ Marshall Financial Group
2005 - 2011 Vice President, Senior Financial Advisor @ Univest
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1997 - 2005 CERTIFIED FINANCIAL PLANNER™ professional @ Prometheus Capital Management Company
1986 - 2005 District Sales Engineer @ The Torrington Company, part of Ingersoll-Rand

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David Emery Education

Baldwin Wallace University
MBA (Business Administration)
1989 - 1992
Lehigh University
BSME (Mechanical Engineering)
1982 - 1986
Concord High School; Wilmington, DE
1979 - 1982

David Emery Skills

Estate Planning
Public Speaking
Fixed Income

Insurance
Sales
Portfolio Management
Investments
Investment Advisory
Strategic Planning
Sales Management

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David Emery Summary

David Emery, based in Doylestown, PA, US, is currently a Adjunct Professor at Temple University. David Emery brings experience from previous roles at Waverly Advisors, LLC, Planning Capital, Marshall Financial (Doylestown, PA) and Univest National Bank and Trust Co.. David Emery holds a 1989 - 1992 MBA in Business Administration @ Baldwin Wallace University. With a robust skill set that includes Estate Planning, Public Speaking, Fixed Income, Insurance, Sales and more. David Emery has 2 emails and 2 mobile phone numbers on RocketReach.

David Emery Emails

Found 2 emails

David Emery Phone Numbers

Found 5 phone numbers

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Top Temple University Employees

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President at Temple University

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