David Holdsworth Email & Phone Number
Executive Vice President @ Seventy2 Capital Wealth Management
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David Holdsworth Location
- Bethesda, MD, US
David Holdsworth Work
- 2020 -now Executive Vice President @
- 2020 -now Senior Vice President @
- 1995 -2020 Vice President-Investment Officer @
- 1992 -1995 Vice-President @ Ferris Baker Watts
David Holdsworth Skills
- Mutual Funds
- Retirement Planning
- Asset Allocation
- Bonds
- Fixed Annuities
- Annuities
- Retirement Savings
- Wealth Preservation Planning
- Insurance Planning
- 401k Rollovers
- Fixed Income Strategies
- Tax-efficient Strategies
- Tax Efficient Strategies
- Financial Analysis
- Leadership
- Tax
- Customer Service
- Wealth Preservation
- Business Development
- Strategic Planning
- Project Management
David Holdsworth Summary
- David Holdsworth, based in Bethesda, MD, US, is currently a Executive Vice President at Seventy2 Capital Wealth Management. David Holdsworth brings experience from previous roles at Seventy2 Capital Wealth Management, Wells Fargo Advisors and Ferris Baker Watts. With a robust skill set that includes Mutual Funds, Retirement Planning, Asset Allocation, Bonds, Fixed Annuities and more. David Holdsworth has 2 emails and 2 mobile phone numbers on RocketReach.
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