David Maurice Email & Phone Number
Vice President and CIO @ WorthWhile Wealth Council
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Maurice Location
- Johnson City, Tennessee, United States
David Maurice Work
- 2002 -now Vice President and CIO @
- 2014 -now Affiliate Member @ ART - The Angel Roundtable
David Maurice Education
- Kinder Institute of Life Planning
Completed Registered Life Planner® (RLP®) curriculum, Life Planning Presentation Training Graduate. (Seven Stages of Money Maturity and EVOKE Method of Financial Life Planning)
2003-2005 - College for Certified Financial Planning
Professional (Financial Planning Process, Risk Management, Investments, Retirement, Income Tax, Estate Planning)
1993-1996 - Clinical Pastoral Education
1 Unit - CPE Supervised Internship (Chaplain Internship - Campus Ministry)
1983-1984 - Emmanuel School of Religion
Master of Divinity (M.Div.) (Church History/Comparative Religion)
1980-1983 - Milligan College
BS (Human Relations/Religion)
1978-1980 - Woodrow Wilson High School
Diploma (High School)
1968-1972
David Maurice Skills
- Wealth Management
- Strategic Financial Planning
- Leadership
- Investment Strategies
- Entrepreneurship
- Strategic Income Distribution
- Registered Investment Advisor
- Portfolio Management
- Fee Only RIA
- Fiduciary Management
- Retirement Planning
- Investments
- Estate Planning
- Public Speaking
- Fiduciary Services
- Investment Advisory Services
- Asset Management
- Fiduciary
- Transition Management
- Team Building
David Maurice Summary
- David Maurice, based in Johnson City, Tennessee, United States, is currently a Vice President and CIO at WorthWhile Wealth Council. David Maurice brings experience from previous roles at ART - The Angel Roundtable. David Maurice holds a 2003 - 2005 Completed Registered Life Planner® (RLP®) curriculum, Life Planning Presentation Training Graduate. in Seven Stages of Money Maturity and EVOKE Method of Financial Life Planning @ Kinder Institute of Life Planning. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Leadership, Investment Strategies, Entrepreneurship and more. David Maurice has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Maurice?
Find contact details for 700 million professionals.
Others Named David Maurice
David Maurice
Co-Founder
New York, NY, US
David Maurice
Professional Realtor
Canton, MI, US
David Griffin
Program Director
Columbia, SC, US
David Maurice
Design Director
Nelson, NZ
David Maurice
Vice President and CIO
Johnson City, Tennessee, United States
Top WorthWhile Wealth Council Employees
Andrew Worley
Associate Advisor
Johnson City, TN, US
Norma Adams
Client Care Specialist
Johnson City, TN, US
David Maurice
Vice President and CIO
Johnson City, Tennessee, United States
Lois Carrier
President and Chief Executive Officer
Johnson City, Tennessee, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co