Vice President - Financial Consultant @ (August 2017 - January 2024)
Financial Consultant and Account Executive @ (January 2011 - August 2017)
Financial Advisor @ (October 2008 - January 2011)
Financial Advisor and Advisor Coach @ (October 2002 - October 2008)
Director of Revenue Management @ (July 1994 - September 2002)
David Troy Education
College for Financial Planning
AAMS® (CRPC®, CRPS®, Finance)
Ripon College
AB (Politics and Government, History, Women's Studies and Art)
David Troy Summary
David Troy, based in Wethersfield, CT, US, is currently a Vice President, Private Wealth Manager at Troy Wealth Management. David Troy brings experience from previous roles at Charles Schwab, Fidelity Investments, MetLife and American Express Financial Advisors. David Troy holds a AAMS® in CRPC®, CRPS®, Finance @ College for Financial Planning. David Troy has 1 emails and 2 mobile phone numbers on RocketReach.
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