Jim David Email & Phone Number

Senior Wealth Advisor @ Focus Partners Wealth

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Jim David Location

Fairfax, VA, US

Jim David Work

2025 - now Senior Wealth Advisor @ Focus Partners Wealth
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2012 - 2025 Managing Member @ David Wealth Management, LLC
2009 - 2012 Investment and Strategic Advisor @ Brown Advisory

1999 - 2009 Managing Director - Private Wealth Group @ FBR
1998 - 1999 Director - Tax @ CBIZ
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1993 - 1998 Managing Member @ David & Samson PLLC
1988 - 1993 TPIC @ Kenneth Leventhal & Co

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Jim David Education

Georgetown University - The McDonough School of Business
Master of Science (MS) (Taxation)
1987 - 1989
The College of William and Mary
Master of Business Administration (MBA) (Accounting)
1981 - 1983
Cornell University
Bachelor’s Degree (School of Hotel Adminstration)
1975 - 1979

Jim David Summary

Jim David, based in Fairfax, VA, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Jim David brings experience from previous roles at David Wealth Management, LLC, Brown Advisory, FBR and CBIZ. Jim David holds a 1987 - 1989 Master of Science (MS) in Taxation @ Georgetown University - The McDonough School of Business. Jim David has 1 emails and 1 mobile phone numbers on RocketReach.

Jim David Emails

Found 1 emails

@focuspartners.com

Jim David Phone Numbers

Found 3 phone numbers

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Calgary, AB, CA
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- gmail.com
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Jim David

Senior Wealth Advisor at Focus Partners Wealth

Fairfax, VA, US
1
- focuspartners.com
3
- +1 703-899-XXXX
- +1 703-560-XXXX
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