David Voth Email & Phone Number
Personal Financial Consultant @ A̶r̶m̶e̶d̶ ̶F̶o̶r̶c̶e̶s̶ ̶S̶e̶r̶v̶i̶c̶e̶s̶ ̶C̶o̶r̶p̶o̶r̶a̶t̶i̶o̶n̶
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David Voth Location
- Charlotte, NC, US
David Voth Work
- Personal Financial Consultant @ (January 2025 - Present)
- Senior Financial Planner I @ (February 2024 - January 2025)
- Senior Financial Advisor and Planner @ (December 2023 - February 2024)
- Financial Advisor @ (February 2020 - December 2023)
- Financial Advisor @ (June 2016 - February 2020)
- Wealth Management Advisor @ Rutledge Financial Partners (December 2015 - March 2016)
- Institutional Financial Consultant @ (July 2014 - November 2015)
- Wealth Management Consultant @ (June 2012 - July 2014)
- Financial Consultant, National Contact Center @ (November 2010 - June 2012)
- Financial Representative @ (April 2010 - November 2010)
- ROC Staff Member @ Carmel Baptist Church (December 2008 - February 2010)
- Intercultural Project Work @ Ripe for Harvest (January 2006 - January 2009)
- Voyager and Flagship Account Representative @ (September 1999 - January 2003)
David Voth Education
- Columbia International University
Master of Arts (M.A.) (Intercultural Studies)
-
bachelor's degree in business administration (major - business management minor - economics)
David Voth Skills
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Public Speaking
- Fixed Annuities
- Retirement Savings
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- 529 Plans
- Investments
- Relationship Management
- Variable Annuities
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- High Net Worth Individuals
- Qualified Retirement Plans
- Investment Strategies
- Asset Management
- Certified Financial Planner
- Wealth
- Personal Financial Planning
- Retirement
- Series 7
- Employee Benefits
- Securities
- Uniform Combined State Law
- Holistic Financial Planning
- FINRA
- Advising Clients
David Voth Summary
- David Voth, based in Charlotte, NC, US, is currently a Personal Financial Consultant at Magellan Federal. David Voth brings experience from previous roles at Mercer Advisors, Empower and Vanguard. David Voth holds a Master of Arts (M.A.) in Intercultural Studies @ Columbia International University. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Financial Planners, Public Speaking and more. David Voth has 2 emails and 1 mobile phone numbers on RocketReach.
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