David Martinez Email & Phone Number
Wealth Advisor @ SmartPro Financial
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Martinez Location
- Dallas, TX, US
David Martinez Work
- Wealth Advisor @ (October 2018 - Present)
- Board Member @ (May 2014 - December 2018)
- Wealth Advisor @ (September 2015 - November 2018)
- Financial Advisor @ (January 2013 - August 2015)
- Branch Manager @ (February 2001 - January 2013)
David Martinez Education
- SMU Continuing & Professional Education 2025-2027
- LeTourneau University
MBA (International Mgmt)
2005-2007 - Southern Methodist University
Bachelor of Arts (B.A.) (Political Science and International Studies)
1994-1999
David Martinez Skills
- Account Management
- Team Building
- Leadership
- Sales
- New Business Development
- Banking
- Coaching
- Cold Calling
- Customer Retention
- Customer Satisfaction
- Customer Service
- Finance
- Insurance
- Public Speaking
- Time Management
David Martinez Summary
- David Martinez, based in Dallas, TX, US, is currently a Wealth Advisor at SmartPro Financial. David Martinez brings experience from previous roles at Mi Escuelita Preschools Inc., DM2 Financial Services LLC, Wells Fargo Advisors, LLC and Wells Fargo. David Martinez holds a 2025 - 2027 SMU Continuing & Professional Education. With a robust skill set that includes Account Management, Team Building, Leadership, Sales, New Business Development and more. David Martinez has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different David Martinez?
Find contact details for 700 million professionals.
Others Named David Martinez
David Martinez
CEO
Ourense, GA, ES
David Martinez
COO
San Francisco, CA, US
David Martinez
President
South Bend, IN, US
David Martinez
Vice President Finance
Chicago, IL, US
David Martinez
Chief Executive Officer
Edmond, OK, US
David Martinez
Chief Executive Officer
United States
David Martínez Moreno
CEO
Barcelona, CT, ES
David Martinez
Chief Financial Officer
Chicago, IL, US
Top SmartPro Financial Employees
Brian Wheeler
Partner
Charlotte, NC, US
Alicia Sanchez
Regional Sales Director
California, United States
Jason Johnson
Financial Advisor
Ward, AR, US
Joseph Loughran
Chief Operating Officer
Sarasota, FL, US
Jessica Chou
Executive Administrator
United States
Meghan Paxton
Business Operations Manager and Life Insurance Agent
Bradenton, FL, US
Kristin Burton
Wealth Strategy Associate | Office of Matt Manson
Nashville, TN, US
Patrick Rogers
Financial Planner, Dave Ramsey SmartVestor Pro
South Carolina, United States
Angel M. Ramirez
Financial Planner | Investment Advisor
South Carolina, United States
Benjamin Hoyle
Lead Analytics Engineer
Nashville, TN, US
Ian Schaefer
Fiduciary Financial Advisor
Garden City, Texas, United States
Jacob Hackler-Roy
Financial Advisor
San Antonio, TX, US
David Martinez
Wealth Advisor
Dallas, TX, US
Cheryl Maddox
Investment Advisor
Florida, United States
Steve Hoem
Financial Advisor
Irvine, CA, US
Doug Root
Financial Advisor
Greenwood, DE, US
Natasha Bohn
Executive Admin
Orlando, FL, US
Rick Godfrey
Chief Executive Officer
Sarasota, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co