David Holbert

David Holbert Email and Phone Number

Financial Professional @ Regions Bank
Birmingham, AL, US
David Holbert's Location
Birmingham, Alabama, United States, United States
David Holbert's Contact Details

David Holbert personal email

n/a
About David Holbert

My objective with each client is to establish a wealth management planning framework that will be flexible, as their priorities and objectives change over time.  I've found that many people often settle for a vague and incomplete understanding of their financial picture - and it can lead to costly missteps.  Clarity and understanding are top priorities for every client.  My focus is developing personalized strategies for retirement income planning, structuring cash flows, addressing unfunded liabilities and estate planning needs.

David Holbert's Current Company Details
Regions Bank

Regions Bank

View
Financial Professional
Birmingham, AL, US
Website:
regions.com
Employees:
22189
David Holbert Work Experience Details
  • Regions Bank
    Regions Bank
    Birmingham, Al, Us
    View
  • Regions Bank
    Senior Relationship Banker
    Regions Bank Mar 2023 - Present
    Birmingham, Alabama, Us
    View
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Aug 2019 - Jan 2022
    New York, Ny, Us
    View
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Aug 2019 - Jan 2022
    New York, Ny, Us
    View
  • Wellsfargo Advisors
    Financial Advisor
    Wellsfargo Advisors Mar 2016 - Aug 2019
  • Raymond James Financial
    Financial Advisor
    Raymond James Financial Aug 2013 - Mar 2016

David Holbert Skills

Portfolio Management Investment Strategies Investments Asset Management Retirement Investment Advisory Financial Services Retirement Planning Financial Planning Series 7

David Holbert Education Details

  • Samford University
    Samford University
    General

Frequently Asked Questions about David Holbert

What company does David Holbert work for?

David Holbert works for Regions Bank

What is David Holbert's role at the current company?

David Holbert's current role is Financial Professional.

What is David Holbert's email address?

David Holbert's email address is da****@****mes.com

What schools did David Holbert attend?

David Holbert attended Samford University.

What skills is David Holbert known for?

David Holbert has skills like Portfolio Management, Investment Strategies, Investments, Asset Management, Retirement, Investment Advisory, Financial Services, Retirement Planning, Financial Planning, Series 7.

Who are David Holbert's colleagues?

David Holbert's colleagues are Robyn Catoire, Diana Braunbeck, Adeel Mehmood, Rita Dedeaux, Candy Love, Krystin Hudgins-Fish, Varvara Burnette.

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