Dave Bailey
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Dave Bailey Email & Phone Number

Director Financial Planning at Edelman Financial Engines
Location: Miamisburg, Ohio, United States 9 work roles 1 school
1 work email found @edelmanfinancial.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@edelmanfinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Director Financial Planning
Location
Miamisburg, Ohio, United States
Company size
1029 employees

Who is Dave Bailey? Overview

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Quick answer

Dave Bailey is listed as Director Financial Planning at Edelman Financial Engines, a with 1029 employees, based in Miamisburg, Ohio, United States. AeroLeads shows a work email signal at edelmanfinancial.com and a matched LinkedIn profile for Dave Bailey.

Dave Bailey previously worked as Financial Advisor at Cuso Financial Services and Wealth Advisor at Lpl Financial. Dave Bailey holds Bachelor'S Degree, Business, Management, Marketing from University Of Cincinnati.

Company email context

Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancial.com
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AeroLeads found 1 current-domain work email signal for Dave Bailey. Compare company email patterns before reaching out.

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Profile bio

About Dave Bailey

Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Management, Customer Service, and Sales. Strong finance professional with a Bachelor's Degree focused in Business from University of Cincinnati.

Listed skills include Series 7, Series 9, Series 10, Investments, and 11 others.

Current workplace

Dave Bailey's current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Director Financial Planning
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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9 roles · 28 years

Dave Bailey work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Lpl Financial

West Chester, Ohio, United States

Jul 2020 - Sep 2021

Manager

Scottrade

Cincinnati, Ohio

Nov 2014 - Mar 2018

Financial Sales

Pnc

Cincinnati, Ohio

Portfolio management, Investment Advisor Services

Feb 2012 - Nov 2014
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

MP Madeline Phillips, Cfp® Madeline Phillips, Cfp® Colleague at Edelman Financial EnginesRoseville, California, United States View → MN Matt Nichols Matt Nichols Colleague at Edelman Financial EnginesFairfax, Virginia, United States View → AC Anne Curley Anne Curley Colleague at Edelman Financial EnginesBoston, Massachusetts, United States View → VP Victoria Perez Victoria Perez Colleague at Edelman Financial EnginesHenderson, Nevada, United States View → BA Bruce Alden Bruce Alden Colleague at Edelman Financial EnginesAtlanta Metropolitan Area, United States View → LR Likhitha Reddy Likhitha Reddy Colleague at Edelman Financial EnginesWashington Dc-Baltimore Area, United States View → ER Eloise Ruth Eloise Ruth Colleague at Edelman Financial EnginesLas Vegas, Nevada, United States View → AI Angelique Ippolito-Freudberg Angelique Ippolito-Freudberg Colleague at Edelman Financial EnginesSummit, New Jersey, United States View → GD Greg Dexheimer, Crpc™, Cbda℠ Greg Dexheimer, Crpc™, Cbda℠ Colleague at Edelman Financial EnginesHarrisburg, Pennsylvania, United States View → IB Isabel Barrow Isabel Barrow Colleague at Edelman Financial EnginesAlexandria, Virginia, United States View →
1 education record

Dave Bailey education

FAQ

Frequently asked questions about Dave Bailey

Quick answers generated from the profile data available on this page.

What company does Dave Bailey work for?

Dave Bailey works for Edelman Financial Engines.

What is Dave Bailey's role at Edelman Financial Engines?

Dave Bailey is listed as Director Financial Planning at Edelman Financial Engines.

What is Dave Bailey's email address?

AeroLeads has found 1 work email signal at @edelmanfinancial.com for Dave Bailey at Edelman Financial Engines.

Where is Dave Bailey based?

Dave Bailey is based in Miamisburg, Ohio, United States while working with Edelman Financial Engines.

What companies has Dave Bailey worked for?

Dave Bailey has worked for Edelman Financial Engines, Cuso Financial Services, Lpl Financial, Fifth Third Securities, and Scottrade.

Who are Dave Bailey's colleagues at Edelman Financial Engines?

Dave Bailey's colleagues at Edelman Financial Engines include Madeline Phillips, Cfp®, Matt Nichols, Anne Curley, Victoria Perez, and Bruce Alden.

How can I contact Dave Bailey?

You can use AeroLeads to view verified contact signals for Dave Bailey at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Dave Bailey attend?

Dave Bailey holds Bachelor'S Degree, Business, Management, Marketing from University Of Cincinnati.

What skills is Dave Bailey known for?

Dave Bailey is listed with skills including Series 7, Series 9, Series 10, Investments, Sales, Financial Planning, Retirement Planning, and Portfolio Management.

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