David Wheatley Email & Phone Number
Partner @ Tidewater Wealth Management
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David Wheatley Location
- New Haven, CT, US
David Wheatley Work
- 2021 -now Partner @
- 2021 -now Vice President @ Easton Volunteer Fire Company
- 2013 -2021 Wealth Management Advisor @
- 2012 -2012 Vice President and Regional Market Producer @
- 2007 -2012 Managing Director @
- 2001 -2007 Commercial Insurance Sales Officer @
- 1993 -2001 Regional Vice President @
David Wheatley Education
- The American College of Financial Services
CLU (ChFC, RHU, Insurance & Financial Planning)
1994-2000 - State University of New York at Oswego
Bachelors (Business Administration & Economics)
1989-1993
David Wheatley Skills
- Risk Management
- Wealth Accumulation
- Retirement Planning
- Estate Planning
- Employee Benefits
- Financial Advisory
- Insurance
- Commercial Insurance
- Health Insurance
- Sales
- Sales Management
- FINRA series 7,24,63,65
- Holistic Financial Planning
- Banking
- Finra Series 7
- Wealth Management
- Marketing Strategy
- Project Management
- Team Building
- Investment Management
David Wheatley Summary
- David Wheatley, based in New Haven, CT, US, is currently a Partner at Tidewater Wealth Management. David Wheatley brings experience from previous roles at Easton Volunteer Fire Company, TIAA-CREF, TD Bank Group and Shoff Darby Companies. David Wheatley holds a 1994 - 2000 CLU in ChFC, RHU, Insurance & Financial Planning @ The American College of Financial Services. With a robust skill set that includes Risk Management, Wealth Accumulation, Retirement Planning, Estate Planning, Employee Benefits and more. David Wheatley has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Tidewater Wealth Management Employees
Bill McDonald
Partner, Sr. Wealth Management Advisor, CFP®
Hartford, CT, US
Tim O'Shea
Partner and Sr. Wealth Management Advisor
Watertown, CT, US
Lisa Duarte
Administrative Assistant
United States
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