Silas David Email & Phone Number
Senior Financial Planning Associate @ Morgan Stanley
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Silas David Location
- New York, NY, US
Silas David Work
- 2025 -now Senior Financial Planning Associate @
- 2022 -2025 Financial Planning Associate @
- 2022 -2022 Wealth Management Associate @
- 2021 -2022 Wealth Management Associate @
- 2021 -2022 Personal Financial Consultant @ Self-employed
- 2021 -2021 Fulfillment TM @
- 2020 -2021 Operations Member @
- 2021 -2021 Business Consultant @ International Academy of Financial Consumers
- 2020 -2021 Home Care Aide @ Dr. John & Marianne W. Family
- 2020 -2021 Field and Research Assistant @
- 2019 -2020 Programming and Outreach Team Associate @
- 2019 -2019 Team Lead and Researcher, CIPA Project Management - Ithaca LimeBike Improvement Proposal @
- 2019 -2019 Student and Program Counselor, Summer Hoya @
- 2018 -2019 Committee Member, Faculty Senate Global Majority Sub-Committee @
- 2017 -2019 Senior Resident Assistant @
- 2018 -2018 Sales Associate @
- 2017 -2018 Food Contract and Logistics Manager, 2018 Georgia Residence Hall Organization State Conference @
- 2016 -2017 Unit Coordinator and Counselor @
- 2015 -2017 Health Services Chairman, Student Government Association @
- 2015 -2017 Crew Member @
- 2015 -2016 Secretary, Resident Housing Association @
- 2014 -2015 Community Outreach Specialist and Clothing Drive Director @ Living Faith Tabernacle
Silas David Education
- Corporate Finance Institute® (CFI)
Financial Planning & Wealth Management (FPWMP®) (Financial Planning and Services)
2025-2025 - College for Financial Planning
Accredited Asset Management Specialist™, AAMS® Professional Designation (Investments and Securities)
2024-2024 - College for Financial Planning
Wealth Management Specialist™, WMS™ Professional Designation (Finance and Financial Management Services)
2022-2022 - Cornell University
Master of Public Administration (Economic & Finance Policy)
2019-2021 - Cornell University Graduate School
Systems Thinking, Modeling, & Leadership (STML) Certificate Program
2019-2021 - Valdosta State University
Bachelor of Arts in Political Science (Public Administration/Entrepreneurship)
2015-2019 - Valdosta State University
Honors College Certificate of Completion (Multi/Interdisciplinary Studies)
2015-2019 - Atlanta Technical College
Dual Enrollment Certificate (Business Administration)
2013-2014 - Corporate Finance Institute® (CFI)
Capital Markets & Securities Analyst (CMSA®) (Investments and Securities)
2025
Silas David Summary
- Silas David, based in New York, NY, US, is currently a Senior Financial Planning Associate at Morgan Stanley. Silas David brings experience from previous roles at Morgan Stanley, Merrill Lynch and Self-employed. Silas David holds a 2025 - 2025 Financial Planning & Wealth Management (FPWMP®) in Financial Planning and Services @ Corporate Finance Institute® (CFI). Silas David has 5 emails and 1 mobile phone numbers on RocketReach.
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