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 @ Morgan Stanley
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2022 - 2025 Financial Planning Associate @ Morgan Stanley
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2022 - 2022 Wealth Management Associate @ Merrill Lynch
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2021 - 2022 Wealth Management Associate @ Merrill Lynch
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2021 - 2022 Personal Financial Consultant @ Self-employed
2021 - 2021 Fulfillment TM @ Target
2020 - 2021 Operations Member @ The Salvation Army
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 @ Cornell University - College of Human Ecology

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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

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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 8 mobile phone numbers on RocketReach.

Silas David Emails

Found 5 emails

Silas David Phone Numbers

Found 6 phone numbers

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