William McDavid Email & Phone Number
Senior Vice President - Investments @ Wells Fargo Advisors
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William McDavid Location
- Knoxville, TN, US
William McDavid Work
- Senior Vice President - Investments @ (June 2020 - Present)
William McDavid Education
- College for Financial Planning
Certified Financial Planner Education Program (Financial Planning and Services)
2017-2018 - University of Kentucky 1993-1997
- East Carter High School 1989-1993
William McDavid Skills
- 401k Options
- 529 Plan
- Annuities
- Common Stocks
- Customer Service
- Financial Advisory
- Financial Analysis
- Fixed Annuities
- Investments
- Investor Education Programs
- Life Insurance
- Long-term Care Insurance
- Marketing Strategy
- Microsoft Office
- Mutual Funds
- Portfolio Reviews
- Portfolio Strategies
- Retirement
- Retirement Planning
- Roth IRA
- SEP IRA
- SIMPLE IRA
- Team Building
- Traditional IRA
- Wealth Preservation Planning
William McDavid Summary
- William McDavid, based in Knoxville, TN, US, is currently a Senior Vice President - Investments at Wells Fargo Advisors. William McDavid holds a 2017 - 2018 Certified Financial Planner Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes 401k Options, 529 Plan, Annuities, Common Stocks, Customer Service and more. William McDavid has 2 emails and 1 mobile phone numbers on RocketReach.
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