David Wilke Email & Phone Number
Financial Advisor @ Capital Investment Companies
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David Wilke Location
- Atlanta, GA, US
David Wilke Work
- 2018 -now Financial Advisor @
- 2005 -2018 Financial Services Representative @
David Wilke Education
- Mercer University
Bachelor of Science (BS) (Finance/Economics)
- Oglethorpe University
(Certified Financial Planner (CFP))
David Wilke Skills
- Investments
- Retirement Planning
- Mutual Funds
- Wealth Management
- Insurance
- Asset Management
- Portfolio Management
- Equities
- Asset Allocation
- Investment Strategies
- Alternative Investments
- Investment Advisory
- Financial Services
- Financial Advisory
- Life Insurance
- Fixed Income
- Valuation
- Iras Roth and Traditional
- Estate Conservation
- 401k
- Retirement
- Tax Deferred Savings
- Annuities Fixed and Variable
- Leadership
- Pension Plans
- Life Insurance Term
- Business Continuation
- Executive Benefit Strategies
- 529 Plans
- Supplemental Retirement Income
- Whole
- Asset Allocation Analysis
- Wealth Accumulation Strategies
- Split Dollar Plans
- Estate Planning Strategies
- Marketing
- Key Person
- Deferred Compensation
- Brokerage Accounts
- Survivor Income
- 403b
- Sep and Simple Iras
- Universal
- Buy Sell Agreements
- Disability Income Insurance
- Key Person Insurance
- Informal Business Valuation
- Buy Sell Review
- PowerPoint
- Microsoft Office
- Executive Bonus Plans
- Account Reviews
- Annuities
- IRAs
- Retirement Account Reviews
David Wilke Summary
- David Wilke, based in Atlanta, GA, US, is currently a Financial Advisor at Capital Investment Companies. David Wilke brings experience from previous roles at Principal Financial Group. David Wilke holds a Bachelor of Science (BS) in Finance/Economics @ Mercer University. With a robust skill set that includes Investments, Retirement Planning, Mutual Funds, Wealth Management, Insurance and more. David Wilke has 2 emails on RocketReach.
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Top Capital Investment Companies Employees
Richard Bryant
President and CEO
Raleigh, NC, US
Ben Brooks
President
Chapel Hill, NC, US
Ronald King
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Justin Chadwick
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Kemp Mebane
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Richard Battle
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Rich Taylor
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David van Horn
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Hickory, NC, US
Burke Freedland
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Richard Bryant
President and Chief Executive Officer
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Bill Rogers
Director - Private Wealth
United States
Richard Bryant
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