David Bennett, Cfa, Cfp

David Bennett, Cfa, Cfp Email and Phone Number

President and Portfolio Manager @ Unify Financial Advisors
Clearwater, FL, US
David Bennett, Cfa, Cfp's Location
Clearwater, Florida, United States, United States
David Bennett, Cfa, Cfp's Contact Details

David Bennett, Cfa, Cfp work email

David Bennett, Cfa, Cfp personal email

n/a

David Bennett, Cfa, Cfp phone numbers

About David Bennett, Cfa, Cfp

Experienced Portfolio Manager with a demonstrated history of working in the investment management industry. Skilled in Portfolio Management, Certified Financial Planner, Chartered Financial Analyst, Securities, and Asset Management. Strong military and protective services professional graduated from University of Florida.

David Bennett, Cfa, Cfp's Current Company Details
Unify Financial Advisors

Unify Financial Advisors

View
President and Portfolio Manager
Clearwater, FL, US
Website:
unifyfa.com
Employees:
4
David Bennett, Cfa, Cfp Work Experience Details
  • Unify Financial Advisors
    President And Portfolio Manager
    Unify Financial Advisors
    Clearwater, Fl, Us
    View
  • Unify Financial Advisors
    President & Portfolio Manager
    Unify Financial Advisors May 2023 - Present
    Clearwater, Fl
    View
  • Successful Portfolios Llc
    Vice President & Sr. Portfolio Manager
    Successful Portfolios Llc Feb 2016 - May 2023
    611 Druid Rd E, Clearwater, Fl
    View
  • Fifth Third Securities
    Investment Executive
    Fifth Third Securities Jan 2004 - Feb 2016
    View

David Bennett, Cfa, Cfp Skills

Portfolio Management Financial Analysis Asset Management Securities Wealth Management Certified Financial Planner Chartered Financial Analyst

David Bennett, Cfa, Cfp Education Details

Frequently Asked Questions about David Bennett, Cfa, Cfp

What company does David Bennett, Cfa, Cfp work for?

David Bennett, Cfa, Cfp works for Unify Financial Advisors

What is David Bennett, Cfa, Cfp's role at the current company?

David Bennett, Cfa, Cfp's current role is President and Portfolio Manager.

What is David Bennett, Cfa, Cfp's email address?

David Bennett, Cfa, Cfp's email address is da****@****ios.com

What is David Bennett, Cfa, Cfp's direct phone number?

David Bennett, Cfa, Cfp's direct phone number is +181349*****

What schools did David Bennett, Cfa, Cfp attend?

David Bennett, Cfa, Cfp attended University Of Florida.

What skills is David Bennett, Cfa, Cfp known for?

David Bennett, Cfa, Cfp has skills like Portfolio Management, Financial Analysis, Asset Management, Securities, Wealth Management, Certified Financial Planner, Chartered Financial Analyst.

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