Greg David Email & Phone Number

Founding Partner and Wealth Advisor @ David Wealth Management Group

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Greg David Location

Lexington, SC, US

Greg David Work

2012 - now Founding Partner and Wealth Advisor @ David Wealth Management Group
2012 - now Founding Partner and Wealth Advisor @ Stratos Wealth
2007 - 2012 Branch Manager @ Wells Fargo Advisors

2005 - 2007 Financial Advisor @ A.G. Edwards & Sons, Inc.
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2000 - 2005 Investment Representative @ Edward Jones
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Greg David Education

Baylor University
Bachelor of Arts (BA) (Business)
1988 - 1993

Greg David Skills

College Education Planning
Strategic Financial Planning
Financial Advisory

Investments
Retirement Savings
Investment Advisory
Retirement Planning
Wealth Management
Multi Generational Wealth Transfer

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Greg David Summary

Greg David, based in Lexington, SC, US, is currently a Founding Partner and Wealth Advisor at David Wealth Management Group. Greg David brings experience from previous roles at Stratos Wealth Partners, Wells Fargo Advisors, A.G. Edwards & Sons, Inc. and Edward Jones. Greg David holds a 1988 - 1993 Bachelor of Arts (BA) in Business @ Baylor University. With a robust skill set that includes College Education Planning, Strategic Financial Planning, Financial Advisory, Investments, Retirement Savings and more. Greg David has 2 emails and 1 mobile phone numbers on RocketReach.

Greg David Emails

Found 2 emails

Greg David Phone Numbers

Found 3 phone numbers

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Greg David

Technical Director at G-Way Microwave / G-Wave, Inc.

South Hackensack, NJ, US
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5+
- +1 973-819-XXXX
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Greg David

RETIRED at Freelance | Self-Employed

Carencro, LA, US
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- msn.com
- yahoo.com
5+
- +1 225-788-XXXX
- +1 337-824-XXXX
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- +1 337-886-XXXX
- +1 337-515-XXXX
Greg David

Assistant Vice President, Product Marketing at Capital Group

Toronto, ON, CA
2
- gmail.com
- capgroup.com
3
- +1 416-877-XXXX
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