David Maxey Email & Phone Number
Chief Operations Officer @ BCJ Financial Group
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David Maxey Location
- Scottsdale, AZ, US
David Maxey Work
- 2025 -now Chief Operations Officer @
- 2014 -2025 Partner @
- 2014 -2018 Director of Wealth Management @
- 2009 -2014 Financial Advisor @
- 2008 -2009 Financial Advisor @ Wachovia Securities
- 2005 -2008 Financial Advisor @ Wells Fargo Investments
David Maxey Skills
- Financial Planning
- Investments
- Portfolio Management
- Finance
- Risk Management
- Financial Services
- Financial Analysis
- Asset Management
- Equities
- Retirement Planning
- Insurance
- Mutual Funds
- Fixed Income
- Securities
- Strategy
- Customer Service
- Strategic Planning
- Microsoft Excel
- Wealth Management
- Sales
David Maxey Summary
- David Maxey, based in Scottsdale, AZ, US, is currently a Chief Operations Officer at Trek Financial. David Maxey brings experience from previous roles at Heritage Family Offices, LLP, Heritage Advisors, LLC, Wells Fargo Advisors and Wachovia Securities. With a robust skill set that includes Financial Planning, Investments, Portfolio Management, Finance, Risk Management and more. David Maxey has 2 emails and 3 mobile phone numbers on RocketReach.
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