David Holbert Email & Phone Number
@ml.com
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Who is David Holbert? Overview
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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.
Email format at Regions Bank
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AeroLeads found 1 current-domain work email signal for David Holbert. Compare company email patterns before reaching out.
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.
David Holbert's current company
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David Holbert work experience
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Senior Relationship Banker
Current
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Colleagues at Regions Bank
Other employees you can reach at regions.com. View company contacts for 22189 employees →
Nelsy Silva-Ordonez
Colleague at Regions BankHouston, Texas, United States
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Witt Ruffin
Colleague at Regions BankMobile, Alabama, United States
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Brianna Smith
Colleague at Regions BankBirmingham, Alabama, United States
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Kimberly Burson
Colleague at Regions BankAtlanta Metropolitan Area, United States
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Jacob Vieira
Colleague at Regions BankSan Antonio, Texas, United States
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Jacqueline Snyder
Colleague at Regions BankGreater St. Louis, United States
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Robert Sanders
Colleague at Regions BankSugar Land, Texas, United States
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Angel Olvera
Colleague at Regions BankWesley Chapel, Florida, United States
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Becky Bleemel
Colleague at Regions BankLouisville, Kentucky, United States
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Sherrie Addington
Colleague at Regions BankBall Ground, Georgia, United States
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David Holbert education
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Samford University
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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