David Saunders Email & Phone Number
Director of Legacy Strategy @ Legacy Advisor Group
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David Saunders Location
- Richmond, VA, US
David Saunders Work
- 2024 -now Director of Legacy Strategy @
- 2018 -now Co-Founder, Partner @
- 2023 -now Actor Model @
- 2024 -now Actor Model @
- 2024 -2026 Senior Relationship Builder @
- 2000 -2024 Senior Relationship Builder for Legacy Advisor Group @
- 1997 -2000 Client Service Representative @ Kramnick and Associates
David Saunders Education
- Ferris State University
BS, Business Management (Business Management)
1991-1995
David Saunders Skills
- Alternative Investments
- Financial Advisory
- High Net Worth Individuals
- Strategic Financial Planning
- Series 63
- Customer Relationship Management Crm
- Investments
- Mortgage Lending
- Residential Mortgages
- Series 6
- Series 65
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Life Insurance
- Series 7
- Loan Origination
- I Can Not Accept Endorsements
- Strategic Planning
- Leadership
- Team Building
- Customer Service
- Public Speaking
- Microsoft Office
- Business Development
- Customer Relationship Management
David Saunders Summary
- David Saunders, based in Richmond, VA, US, is currently a Director of Legacy Strategy at Legacy Advisor Group. David Saunders brings experience from previous roles at Legacy Advisor Group, Modelogic, Inc. and SAG-Aftra Actor. David Saunders holds a 1991 - 1995 BS, Business Management in Business Management @ Ferris State University. With a robust skill set that includes Alternative Investments, Financial Advisory, High Net Worth Individuals, Strategic Financial Planning, Series 63 and more. David Saunders has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Legacy Advisor Group Employees
Mike Mills
Wealth Manager - Partner
Richmond, VA, US
David Saunders
Director of Legacy Strategy
Richmond, VA, US
Ken Jones
Wealth Manager
Richmond, VA, US
Sarah Kyle
Wealth Manager
Richmond, VA, US
Jason Carter
Relationship Manager
Richmond, VA, US
Kenneth Elkins
Wealth Manager
Richmond, VA, US
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