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 @ Tidewater Wealth Management
2021 - now Vice President @ Easton Volunteer Fire Company
2013 - 2021 Wealth Management Advisor @ TIAA
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2012 - 2012 Vice President and Regional Market Producer @ E-Logic Info Tech Ltd
2007 - 2012 Managing Director @ Shoff Darby Insurance Agency
2001 - 2007 Commercial Insurance Sales Officer @ HSBC
1993 - 2001 Regional Vice President @ AXA
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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

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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 2 mobile phone numbers on RocketReach.

David Wheatley Emails

Found 1 emails

@tidewaterwm.com

David Wheatley Phone Numbers

Found 5 phone numbers

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Top Tidewater Wealth Management Employees

David Wheatley

Partner at Tidewater Wealth Management

New Haven, CT, US
1
- tidewaterwm.com
5
- +1 315-854-XXXX
- +1 732-902-XXXX
- +1 917-887-XXXX
- +1 203-255-XXXX
- +1 219-762-XXXX
Brianna Lane

Client Relationship Manager at Tidewater Wealth Management

Hartford, CT, US
2
- tidewaterwealth.com
- tidewaterwm.com
1
- +1 860-582-XXXX

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