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David Balk Email & Phone Number
Partner, Director, Wealth Manager
at
Steward Partners Global Advisory
1 work email found
@stewardpartners.com
4 phones found area 503
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Director, Wealth Manager
Location
Portland, Oregon, United States
Who is David Balk? Overview
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Quick answer
David Balk is listed as Partner, Director, Wealth Manager at Steward Partners Global Advisory, based in Portland, Oregon, United States. AeroLeads shows a work email signal at stewardpartners.com, phone signal with area code 503, and a matched LinkedIn profile for David Balk.
David Balk previously worked as Vice President - Investments at Umpqua Investments, Inc. and Financial Advisor at Smith Barney. David Balk holds Bachelor Of Science, Bachelor Of Arts, Finance, German from University Of Oregon.
Company email context
Email format at Steward Partners Global Advisory
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{first}.{last}@stewardpartners.com
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AeroLeads found 1 current-domain work email signal for David Balk. Compare company email patterns before reaching out.
Profile bio
About David Balk
David Balk is a Partner, Director, Wealth Manager at Steward Partners Global Advisory. He possess expertise in retirement planning, series 7, investment advisory, wealth management, mutual funds and 8 more skills.
Listed skills include Retirement Planning, Series 7, Investment Advisory, Wealth Management, and 9 others.
Current workplace
David Balk's current company
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4 roles
David Balk work experience
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Partner, Director, Wealth Manager
CurrentSteward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm
Apr 2021 - Present
Vice President - Investments
Umpqua Investments, Inc.
Feb 2009 - Apr 2021
Financial Advisor
Smith Barney
Jul 1989 - Feb 2009
1 education record
David Balk education
-
University Of Oregon
FAQ
Frequently asked questions about David Balk
Quick answers generated from the profile data available on this page.
What company does David Balk work for?
David Balk works for Steward Partners Global Advisory.
What is David Balk's role at Steward Partners Global Advisory?
David Balk is listed as Partner, Director, Wealth Manager at Steward Partners Global Advisory.
What is David Balk's email address?
AeroLeads has found 1 work email signal at @stewardpartners.com for David Balk at Steward Partners Global Advisory.
What is David Balk's phone number?
AeroLeads has found 4 phone signal(s) with area code 503 for David Balk at Steward Partners Global Advisory.
Where is David Balk based?
David Balk is based in Portland, Oregon, United States while working with Steward Partners Global Advisory.
What companies has David Balk worked for?
David Balk has worked for Steward Partners Global Advisory, Umpqua Investments, Inc., and Smith Barney.
How can I contact David Balk?
You can use AeroLeads to view verified contact signals for David Balk at Steward Partners Global Advisory, including work email, phone, and LinkedIn data when available.
What schools did David Balk attend?
David Balk holds Bachelor Of Science, Bachelor Of Arts, Finance, German from University Of Oregon.
What skills is David Balk known for?
David Balk is listed with skills including Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, Investments, and Finance.
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