David Maxey Email & Phone Number
Chief Operations Officer @ BCJ Financial Group
5 free lookup(s).
No credit card required.
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 3 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Maxey?
Find contact details for 700 million professionals.
Others Named David Maxey
David Maxey
Senior Staff Engineer
Washington, DC, US
David Maxey
Marketing Specialist
Severna Park, MD, US
David Maxey
Market Development Manager
McGregor, TX, US
Top BCJ Financial Group Employees
Brandon Johns
Financial Advisor
Mountain Home, ID, US
Mark Whittaker
CPA-Financial Advisor
Orem, UT, US
James O'Hanlon
Head of Derivatives and Portfolio Management
Phoenix, AZ, US
Mandy Smith
Director of Operations
College Station, TX, US
Alexsa Young
Chief Marketing Officer
Scottsdale, AZ, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co