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David Holbert Email & Phone Number

Financial Professional at Regions Bank
Location: Birmingham, Alabama, United States 6 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@ml.com
LinkedIn Profile matched
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Current company
Role
Financial Professional
Location
Birmingham, Alabama, United States
Company size

Who is David Holbert? Overview

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Quick answer

David Holbert is listed as Financial Professional at Regions Bank, a with 22189 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for David Holbert.

David Holbert previously worked as Senior Relationship Banker at Regions Bank and Financial Advisor at Merrill Lynch Wealth Management. David Holbert holds Bachelor'S Degree, Business Administration And Management, General from Samford University.

Company email context

Email format at Regions Bank

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{first}.{last}@ml.com
86% confidence

AeroLeads found 1 current-domain work email signal for David Holbert. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Portfolio Management, Investment Strategies, Investments, Asset Management, and 6 others.

Current workplace

David Holbert's current company

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

Regions Bank
Regions Bank
Financial Professional
Birmingham, AL, US
Website
Employees
22189
AeroLeads page
6 roles

David Holbert work experience

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

Senior Relationship Banker

Current

Birmingham, Alabama, Us

Mar 2023 - Present

Financial Advisor

Wellsfargo Advisors
Mar 2016 - Aug 2019

Financial Advisor

Raymond James Financial
Aug 2013 - Mar 2016
Team & coworkers

Colleagues at Regions Bank

Other employees you can reach at regions.com. View company contacts for 22189 employees →

1 education record

David Holbert education

  • Samford University
    Samford University
    General
FAQ

Frequently asked questions about David Holbert

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

What company does David Holbert work for?

David Holbert works for Regions Bank.

What is David Holbert's role at Regions Bank?

David Holbert is listed as Financial Professional at Regions Bank.

What is David Holbert's email address?

AeroLeads has found 1 work email signal at @ml.com for David Holbert at Regions Bank.

Where is David Holbert based?

David Holbert is based in Birmingham, Alabama, United States while working with Regions Bank.

What companies has David Holbert worked for?

David Holbert has worked for Regions Bank, Merrill Lynch Wealth Management, Wellsfargo Advisors, and Raymond James Financial.

Who are David Holbert's colleagues at Regions Bank?

David Holbert's colleagues at Regions Bank include Nelsy Silva-Ordonez, Witt Ruffin, Brianna Smith, Kimberly Burson, and Jacob Vieira.

How can I contact David Holbert?

You can use AeroLeads to view verified contact signals for David Holbert at Regions Bank, including work email, phone, and LinkedIn data when available.

What schools did David Holbert attend?

David Holbert holds Bachelor'S Degree, Business Administration And Management, General from Samford University.

What skills is David Holbert known for?

David Holbert is listed with skills including Portfolio Management, Investment Strategies, Investments, Asset Management, Retirement, Investment Advisory, Financial Services, and Retirement Planning.

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