David Woodson Email & Phone Number
Wealth Advisor @ Laurus Wealth Management
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David Woodson Location
- Vancouver, WA, US
David Woodson Work
- Wealth Advisor @ (March 2021 - Present)
- Partner @ (December 2024 - January 2026)
- Account Manager @ Cammack Retirement Group (July 2020 - March 2021)
- Research Analyst @ Cammack Retirement Group (August 2018 - July 2020)
- Planning Specialist @ (May 2017 - May 2018)
- Intern @ (July 2013 - May 2014)
David Woodson Education
- Gonzaga University Graduate School of Business
Master of Business Administration (Finance Concentration)
2017-2018 - Gonzaga University
Bachelor of Business Administration (Finance Concentration)
2014-2016 - Clark College
Associate in Arts - with Honors
2012-2014
David Woodson Skills
- Holistic Financial Planning
- Risk Management
- Investments
- Estate Planning
- Tax Planning
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Public Speaking
- Social Media
- Leadership
- Teamwork
- Customer Service
- 401(k) Retirement Savings Plans
- Consulting
- Fiduciary Liability
- Fiduciary Management
- Fiduciary Services
- Financial Consulting
- Financial Modeling
- Qualified Retirement Plans
- Retirement Plan Consulting
- Retirement Planning
- Risk Analysis
- Risk Assessment
- Tax Advisory
- Tax Preparation
David Woodson Summary
- David Woodson, based in Vancouver, WA, US, is currently a Wealth Advisor at Laurus Wealth Management. David Woodson brings experience from previous roles at LWM Tax Services LLC, Cammack Retirement Group and Ameriprise Financial Services, Inc.. David Woodson holds a 2017 - 2018 Master of Business Administration in Finance Concentration @ Gonzaga University Graduate School of Business. With a robust skill set that includes Holistic Financial Planning, Risk Management, Investments, Estate Planning, Tax Planning and more. David Woodson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Laurus Wealth Management Employees
David Woodson
Wealth Advisor
Vancouver, WA, US
Michael Burgoyne
Founder - Wealth Advisor
Vancouver, WA, US
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