Senior Integrated Wealth Advisor @ Carlson Capital Management (January 2021 - January 2025)
Wealth Partner @ (January 2014 - January 2021)
Wealth Advisor @ (January 2013 - January 2014)
Financial Advisor @ (January 2007 - January 2013)
Marketing Development @ (January 2004 - January 2007)
Product Manager @ (January 1999 - January 2004)
David Sayers Education
UMN Carlson School of Management
MBA
University of Minnesota
BS
Stillwater Area High School
David Sayers Skills
Investment Advisory
Wealth Management Services
Certified Financial Planner
Retirement Income Strategies
Estate Tax Planning
MBA
David Sayers Summary
David Sayers, based in Minneapolis, MN, US, is currently a Vice President, Wealth Advisor at Sequoia Financial Group. David Sayers brings experience from previous roles at Carlson Capital Management, TruNorth Wealth Partners, CliftonLarsonAllen and Northwestern Mutual. David Sayers holds a MBA @ UMN Carlson School of Management. With a robust skill set that includes Investment Advisory, Wealth Management Services, Certified Financial Planner, Retirement Income Strategies, Estate Tax Planning and more. David Sayers has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different David Sayers?
Find contact details for 700 million professionals.