David Welsh Email & Phone Number

First Vice President, Wealth Management | Financial Advisor | Branch Manager @ Morgan Stanley

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David Welsh Location

Daytona Beach, FL, US

David Welsh Work

2009 - now First Vice President, Wealth Management | Financial Advisor | Branch Manager @ Morgan Stanley
1994 - 2009 Vice President @ Merrill Lynch

David Welsh Education

New York University
Masters (Real Estate)
1996 - 1997
Penn State University
Bachelor of Arts (History)
1990 - 1994

David Welsh Skills

Loans
Wealth Management
Consumer Lending

Estate Planning
Financial Modeling
Series 63
Mutual Funds
Investments
Loan Origination
Investment Properties

see less

David Welsh Summary

David Welsh, based in Daytona Beach, FL, US, is currently a First Vice President, Wealth Management | Financial Advisor | Branch Manager at Morgan Stanley. David Welsh brings experience from previous roles at Merrill Lynch. David Welsh holds a 1996 - 1997 Masters in Real Estate @ New York University. With a robust skill set that includes Loans, Wealth Management, Consumer Lending, Estate Planning, Financial Modeling and more.

David Welsh Phone Numbers

Found 1 phone numbers

+1 706-494-XXXX

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- coresential.com
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