David Sugar Email & Phone Number
Managing Director | Family Wealth Director | Financial Advisor| Branch Manager @ Morgan Stanley
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Sugar Location
- Columbus, OH, US
David Sugar Work
- 2009 -now Managing Director | Family Wealth Director | Financial Advisor| Branch Manager @
- 2006 -2009 Vice President and Financial Advisor, Merrill Lynch Wealth Management @ Merrill Lynch Wealth Management
- 2001 -2006 Vice President and Investment Associate @ Merrill Lynch Private Bank and Investment Group
- 1998 -2001 Vice President and District Trust Manager, Merrill Lynch Trust Company @ Merrill Lynch Tust Company
- 1993 -1998 Assistant Vice President and Trust Officer @ Huntington Trust Company
David Sugar Education
- Capital University Law School
Juris Doctorate
1990-1994 - The Ohio State University
B.A. (English/National Security Policy)
David Sugar Skills
- Wealth Management
- Banking
- Strategic Planning
- Management
- Strategy
- Business Development
- Sales
- Fixed Income
- Financial Modeling
- Life Insurance
- Real Estate Economics
- Small Business Lending
David Sugar Summary
- David Sugar, based in Columbus, OH, US, is currently a Managing Director | Family Wealth Director | Financial Advisor| Branch Manager at Morgan Stanley. David Sugar brings experience from previous roles at Merrill Lynch Wealth Management, Merrill Lynch Private Bank and Investment Group, Merrill Lynch Tust Company and Huntington Trust Company. David Sugar holds a 1990 - 1994 Juris Doctorate @ Capital University Law School. With a robust skill set that includes Wealth Management, Banking, Strategic Planning, Management, Strategy and more. David Sugar has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different David Sugar?
Find contact details for 700 million professionals.
Others Named David Sugar
David B
CEO
Toronto, ON, CA
David B
Chief Executive Officer
Los Angeles, CA, US
David B
Co-Founder and Managing Principal
California, United States
David B.
COO
London, GB
David B
President
Cambridge, MA, US
Top Morgan Stanley Employees
Akinyemi Akiwowo
Head of Dallas Legal and Compliance
New York, NY, US
Judy Choi
Chief Operating Officer - Private Credit and Equity
New York, NY, US
Mia Burgess
Chief Operating Officer, Global Financial Crimes
New York, NY, US
Amanda Kan
Chief Operating Officer, U.S. Banks
New York, NY, US
John Ryan
President of US Banks
New York, NY, US
Jeffrey Holzschuh
Chairman, Institutional Securities Group
New York, NY, US
Deborah Benzel
COO, Global Marketing Strategy
New York, NY, US
Robert Remick
Chief Operating Officer-NY Metro Region
New York, NY, US
Chelsea Clark
Chief Operating Officer for Consulting Group
New York, NY, US
Andrew Wilson
COO and Chief of Staff — Fixed Income Technology
New York, NY, US
Anna Gitelman
COO for Internal Audit Division
New York, NY, US
Simon Cohen
Chief Operating Officer - Equity and Multi-Asset Trading
New York, NY, US
Tony Young
COO, Public Finance Investment Banking
New York, NY, US
Andy Plaisted
COO, Private Wealth Management
New York, NY, US
Elizabeth Jost
Chief Operating Officer - Firm Risk Management
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co