David Shugol Email & Phone Number
Senior Wealth Advisor @ Aksala Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Shugol Location
- United States
David Shugol Work
- 2021 -now Senior Wealth Advisor @
- 2013 -2021 Financial Planner @
- 2009 -2013 Financial Advisor @
- 2000 -2009 Financial Advisor @
David Shugol Education
- Albion College
B.A (Liberal Arts)
1966-1970 - Albion College
(Biology, General)
David Shugol Skills
- Retirement Planning
- Strategic Financial Planning
- Strategy
- Wealth Management
- Asset Allocation
- Portfolio Management
- Wealth Accumulation
- Investments
- Banking
- Financial Analysis
- Personal Finance
- Loans
- Financial Reporting
- Supply Chain Management
- Marketing
- Microsoft Excel
- Finance
- Services
- Customer Service
- Strategic Planning
David Shugol Summary
- David Shugol, based in United States, is currently a Senior Wealth Advisor at Aksala Wealth Advisors. David Shugol brings experience from previous roles at Raymond James Financial Services Inc., Member FINRA/SIPC, Ameriprise Financial Services, Inc. and Morgan Stanley. David Shugol holds a 1966 - 1970 B.A in Liberal Arts @ Albion College. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Strategy, Wealth Management, Asset Allocation and more. David Shugol has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different David Shugol?
Find contact details for 700 million professionals.
Others Named David Shugol
David Shugol
Senior Wealth Advisor
United States
Top Aksala Wealth Advisors Employees
Ty McCormack
401k Specialist and Wealth Advisor
Orlando, FL, US
Justin Daley
Financial Advisor
Bradenton, FL, US
David Shugol
Senior Wealth Advisor
United States
Steve Kitchen
Senior Relationship Advisor
Sarasota, FL, US
Miguel Ortigao
Tax Partnerships and Senior Wealth Advisor
Florida, United States
Jamie Zinkhan
Operations Director
Sarasota, FL, US
Jamie Nail
Client Onboarding Specialist
United States
Mariah Cason
Director of First Impressions and Events
Bradenton, FL, US
Garrett Francolini
Operational Specialist
Sarasota, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co