David Somerville Location
- Texas, United States
David Somerville Work
- 1966 -now Financial Advisor @
David Somerville Education
- Southern Methodist University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
1960-1964
David Somerville Skills
- Estate Investment
- Financial Services
- Investment Strategies
- Strategic Planning
- Mutual Funds
- Microsoft Office
- Fixed Income Strategies
- Retirement Plan Consulting
- Public Speaking
- Securities
- Finance
- Event Planning
- 401k Rollovers
- Financial Analysis
- Asset Allocation
- Estate Investment Planning
- Retirement
- Wealth Preservation
- Equities
- Fixed Annuities
- Retirement Planning
- Retirement Plan
- 401k
- Wealth Preservation Planning
- Leadership
- Investments
- Stock Analysis
- Series 63
- Microsoft Excel
- Financial Advisory
David Somerville Summary
- David Somerville, based in Texas, United States, is currently a Financial Advisor at Wells Fargo Advisors. David Somerville holds a 1960 - 1964 Bachelor of Arts (B.A.) in Business Administration and Management, General @ Southern Methodist University. With a robust skill set that includes Estate Investment, Financial Services, Investment Strategies, Strategic Planning, Mutual Funds and more. David Somerville has 3 mobile phone numbers on RocketReach.
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