David Webb Email & Phone Number

Director, Wealth Advisor @ Sequoia Financial Group

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David Webb Location

Minneapolis, MN, US

David Webb Work

2025 - now Director, Wealth Advisor @ Sequoia Financial Group
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2023 - 2025 Integrated Wealth Advisor @ Carlson Capital Management
2019 - 2023 Director of Investment Management @ JNBA Financial Advisors
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2017 - 2019 Chief Investment Officer @ The Johnston Group
2011 - 2016 Portfolio Manager @ Wells Fargo Private Bank
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2009 - 2010 Co-Portfolio Manager @ Wade Financial Group
2004 - 2009 Senior Research Analyst @ Riverbridge Partners
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2000 - 2003 Equity Research Analyst @ Baird
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see less

David Webb Education

University of St. Thomas - Opus College of Business
University of Wisconsin-Madison

David Webb Summary

David Webb, based in Minneapolis, MN, US, is currently a Director, Wealth Advisor at Sequoia Financial Group. David Webb brings experience from previous roles at Carlson Capital Management, JNBA Financial Advisors, The Johnston Group and Abbot Downing. David Webb holds a University of St. Thomas - Opus College of Business. David Webb has 5 emails and 1 mobile phone numbers on RocketReach.

David Webb Emails

Found 5 emails

David Webb Phone Numbers

Found 2 phone numbers

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Top Sequoia Financial Group Employees

Michael Marhofer

Executive Vice President, Secretary and General Counsel at Sequoia Financial Group

Akron, OH, US
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Tom Haught

President at Sequoia Financial Group

Akron, OH, US
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Matthew Dunn

Chief Compliance Officer at Sequoia Financial Group

Cleveland, OH, US
2
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- carlsoncap.com
3
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Ryan Heider

Vice President and Head of Strategic Initiatives at Sequoia Financial Group

Cleveland, OH, US
3
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- carlsoncap.com
2
- +1 412-638-XXXX
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Kerry Finn

Senior Vice President | Wealth Advisor - Sentinel Family Office at Sequoia Financial Group

California, United States
3
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4
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Adam Hoffmann

Vice President, Portfolio Manager at Sequoia Financial Group

Minneapolis, MN, US
3
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- carlsoncap.com
5
- +1 952-230-XXXX
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Larry Shetler

Vice President, Advisor Group Lead at Sequoia Financial Group

Twinsburg, OH, US
3
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- carlsoncap.com
5
- +1 440-264-XXXX
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James Hargadon

Vice President, Head of Manager Research at Sequoia Financial Group

Philadelphia, PA, US
2
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- carlsoncap.com
3
- +1 215-219-XXXX
- +1 817-738-XXXX
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