David Lanzillo Email & Phone Number

Vice President, Wealth Advisor @ Robbins Farley, LLC

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David Lanzillo Location

Boston, MA, US

David Lanzillo Work

2017 - now Vice President, Wealth Advisor @ Robbins Farley, LLC
2017 - now Vice President-Wealth Advisor @ Robbins Farley, LLC
2013 - now Associate Financial Advisor @ Robbins Farley, LLC

2012 - 2013 Financial Advisor @ Edward Jones
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2007 - 2011 Senior Internal Wholesaler @ John Hancock Financial Services
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1996 - 2007 Investment Consultant @ TD Ameritrade
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David Lanzillo Education

Bentley College
Bachelor's degree (Accounting and Finance)
1992 - 1996
Wilmington High School

David Lanzillo Skills

Microsoft Word
Investments
Microsoft Excel

Marketing
Strategy
Wealth Management
Separately Managed Accounts
Mutual Funds
Retirement
Wealth Management Services

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David Lanzillo Summary

David Lanzillo, based in Boston, MA, US, is currently a Vice President, Wealth Advisor at Robbins Farley, LLC. David Lanzillo brings experience from previous roles at Robbins Farley, LLC, Edward Jones and John Hancock Financial Services. David Lanzillo holds a 1992 - 1996 Bachelor's degree in Accounting and Finance @ Bentley College. With a robust skill set that includes Microsoft Word, Investments, Microsoft Excel, Marketing, Strategy and more. David Lanzillo has 1 emails and 1 mobile phone numbers on RocketReach.

David Lanzillo Emails

Found 1 emails

@robbinsfarley.com

David Lanzillo Phone Numbers

Found 3 phone numbers

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Vice President, Wealth Advisor at Robbins Farley, LLC

Boston, MA, US
1
- robbinsfarley.com
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- +1 978-239-XXXX
- +1 603-792-XXXX
- +1 508-865-XXXX
Colleen Farley

Managing Principal at Robbins Farley, LLC

Bedford, NH, US
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Bedford, NH, US
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- +1 518-669-XXXX
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Virginia Morris

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