David Lundgren Email & Phone Number

Senior Wealth Management Advisor @ The Strategic Wealth Group at Meridian Wealth Management

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David Lundgren Location

Phoenix, AZ, US

David Lundgren Work

2023 - now Senior Wealth Management Advisor @ The Strategic Wealth Group at Meridian Wealth Management
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2019 - 2023 Vice President @ Goldman Sachs Personal Financial Management
2017 - 2023 Senior Wealth Manager @ United Capital Financial Advisors, LLC
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2016 - 2017 SVP Financial Advisor @ BBVA Compass
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2008 - 2016 Senior Vice President, Sr.Private Banker @ BBVA Compass
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2006 - 2007 Real Estate Investor @ Self--Real Estate
2003 - 2006 Vice President Private Client Manager @ Bank of America Private Bank
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1999 - 2003 Financial Advisor @ Banc of America Investment Services
1997 - 1999 Registered Sales Assistant @ Banc of America Investment Services
1992 - 1996 Personal Banker @ Bank of America

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David Lundgren Education

University of Phoenix
Bachelor’s Degree (Business Administration/Finance)

David Lundgren Summary

David Lundgren, based in Phoenix, AZ, US, is currently a Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management. David Lundgren brings experience from previous roles at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC and BBVA Compass Investment Solutions. David Lundgren holds a Bachelor’s Degree in Business Administration/Finance @ University of Phoenix. David Lundgren has 2 emails and 1 mobile phone numbers on RocketReach.

David Lundgren Emails

Found 2 emails

David Lundgren Phone Numbers

Found 2 phone numbers

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Top The Strategic Wealth Group at Meridian Wealth Management Employees

David Lundgren

Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management

Phoenix, AZ, US
2
- yahoo.com
- cox.net
2
- +1 480-330-XXXX
- +1 623-544-XXXX
Jessica Pacheco

Relationship Manager at The Strategic Wealth Group at Meridian Wealth Management

Tucson, AZ, US
1
- gmail.com
2
- +1 520-777-XXXX
- +1 520-253-XXXX

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