Lisa David Email & Phone Number
Financial Advisor @ Edward Jones
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Lisa David Location
- Austin, TX, US
Lisa David Work
- Financial Advisor @ (July 2012 - Present)
- Client Service Manager @ Shores Wealth Management, Inc. (September 2010 - May 2012)
- Administrative Assistant @ LPL Financial (September 2010 - May 2012)
Lisa David Education
- Texas State University
Bachelor of Business Administration (Finance)
2004-2008
Lisa David Skills
- Asset Allocation Strategies
- Estate Considerations
- Financial Assessment
- Investment Strategies
- Strategic Planning
- Wealth Preservation Strategies
Lisa David Summary
- Lisa David, based in Austin, TX, US, is currently a Financial Advisor at Edward Jones. Lisa David brings experience from previous roles at Shores Wealth Management, Inc. and LPL Financial. Lisa David holds a 2004 - 2008 Bachelor of Business Administration in Finance @ Texas State University. With a robust skill set that includes Asset Allocation Strategies, Estate Considerations, Financial Assessment, Investment Strategies, Strategic Planning and more. Lisa David has 4 emails and 3 mobile phone numbers on RocketReach.
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