David Shugol Email & Phone Number
Senior Wealth Advisor @ Aksala Wealth Advisors
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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 1 mobile phone numbers on RocketReach.
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Others Named David Shugol
David Shugol
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