David Roberts Email & Phone Number

Financial Advisor @ Grimes & Company

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David Roberts Location

Sarasota, FL, US

David Roberts Work

2021 - now Financial Advisor @ Grimes & Company
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1999 - 2021 Branch Manager @ TD Ameritrade
1997 - 1999 Account Manager @ Ruesch International
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1995 - 1997 Financial Advisor @ Legg Mason
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David Roberts Education

Connecticut College
BA (Economics)
1991 - 1995

David Roberts Skills

Series 7
Sales Management
Leadership

Investments
Series 63
Mutual Funds
Team Building
Wealth Management
Coaching
Portfolio Management

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David Roberts Summary

David Roberts, based in Sarasota, FL, US, is currently a Financial Advisor at Grimes & Company. David Roberts brings experience from previous roles at TD Ameritrade, Ruesch International and Legg Mason. David Roberts holds a 1991 - 1995 BA in Economics @ Connecticut College. With a robust skill set that includes Series 7, Sales Management, Leadership, Investments, Series 63 and more. David Roberts has 2 emails and 2 mobile phone numbers on RocketReach.

David Roberts Emails

Found 2 emails

David Roberts Phone Numbers

Found 2 phone numbers

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Top Grimes & Company Employees

Emily Wood

Vice President at Grimes & Company

Massachusetts, United States
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Michael Grimes

Chief Marketing Officer at Grimes & Company

Westborough, MA, US
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Gerald Connolly

Vice President, Chief Compliance Officer at Grimes & Company

Massachusetts, United States
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Michael Davide

Chief Compliance Officer at Grimes & Company

Westborough, MA, US
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Todd Herman

Financial Advisor and Financial Planning Specialist at Grimes & Company

Boston, MA, US
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Jennifer Moran

Financial Advisor at Grimes & Company

Westborough, MA, US
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Tom Dunlap

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