David Urovsky Email & Phone Number
Sr. Wealth Manager @ Spire Investment Partners, LLC.
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David Urovsky Location
- Frederick, MD, US
David Urovsky Work
- 2019 -now Sr. Wealth Manager @
- 2002 -2019 President @ Wealth Advisors Group
- 2011 -2015 Senior Vice President of Investments @
- 2006 -2011 Financial Adviser and Partner @ Voso Financial Advisers
David Urovsky Education
- Loyola College in Maryland
Master's (Finance)
1990-1992 - University of Maryland College Park
Bachelor's Degree (Economics)
1983-1987
David Urovsky Skills
- Retirement Planning
- Series 7
- Portfolio Management
- Insurance
- Investments
- Asset Allocation
- Series 63
- Wealth Management Services
- Securities
- Investment Advisory
- Mutual Funds
- Wealth Management
- Investment Strategies
- Asset Management
- Financial Advisory
- Retirement
- Series 65
- FINRA
- Fixed Annuities
- Estate Planning
- IRAs
- Wealth
- Fixed Income
- Strategic Financial Planning
- 401k Rollovers
- Series 24
- 401k
- Options
- Pensions
- Uniform Combined State Law
- Financial Planners
- ETFs
- Alternative Investments
- Investment Management
- Wealth Accumulation
- Bonds
- Retirement Plan Consulting
- Stocks
- Trading
- Financial Planning
- Personal Financial Planning
- High Net Worth Individuals
- Roth IRA
- Certified Financial Planner
- Long Term Care Insurance
- Financial Goals
- Business Development
- Customer Service
- Finance
David Urovsky Summary
- David Urovsky, based in Frederick, MD, US, is currently a Sr. Wealth Manager at Spire Investment Partners, LLC.. David Urovsky brings experience from previous roles at Wealth Advisors Group, Capitol Securities Management Inc. and Voso Financial Advisers. David Urovsky holds a 1990 - 1992 Master's in Finance @ Loyola College in Maryland. With a robust skill set that includes Retirement Planning, Series 7, Portfolio Management, Insurance, Investments and more. David Urovsky has 2 emails and 2 mobile phone numbers on RocketReach.
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