AeroLeads people directory · profile
David Maxey Email & Phone Number
Chief Operations Officer
at
Trek Financial
1 work email found
@heritageadvisorsllc.com
2 phones found area 480 and 609
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief Operations Officer
Location
Phoenix, Arizona, United States
Company size
Who is David Maxey? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Maxey is listed as Chief Operations Officer at Trek Financial, a with 44 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at heritageadvisorsllc.com, phone signal with area code 480, 609, and a matched LinkedIn profile for David Maxey.
David Maxey previously worked as Partner at Heritage Family Offices, Llp and Director of Wealth Management at Heritage Advisors, Llc.
Company email context
Email format at Trek Financial
This section adds company-level context without repeating David Maxey's masked contact details.
{first_initial}{last}@heritageadvisorsllc.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Maxey. Compare company email patterns before reaching out.
Profile bio
About David Maxey
David Maxey is a Chief Operations Officer at Trek Financial. He possess expertise in financial planning, investments, portfolio management, finance, risk management and 9 more skills.
Listed skills include Financial Planning, Investments, Portfolio Management, Finance, and 10 others.
Current workplace
David Maxey's current company
Company context helps verify the profile and gives searchers a useful next step.
Trek Financial
6 roles · 18 years
David Maxey work experience
A career timeline built from the work history available for this profile.
Partner
Director Of Wealth Management
Financial Advisor
2009 - 2014
~5 yrs
Financial Advisor
Wachovia Securities
Apr 2008 - Apr 2009
Financial Advisor
Wells Fargo Investments
Apr 2005 - Apr 2008
FAQ
Frequently asked questions about David Maxey
Quick answers generated from the profile data available on this page.
What company does David Maxey work for?
David Maxey works for Trek Financial.
What is David Maxey's role at Trek Financial?
David Maxey is listed as Chief Operations Officer at Trek Financial.
What is David Maxey's email address?
AeroLeads has found 1 work email signal at @heritageadvisorsllc.com for David Maxey at Trek Financial.
What is David Maxey's phone number?
AeroLeads has found 2 phone signal(s) with area code 480, 609 for David Maxey at Trek Financial.
Where is David Maxey based?
David Maxey is based in Phoenix, Arizona, United States while working with Trek Financial.
What companies has David Maxey worked for?
David Maxey has worked for Trek Financial, Heritage Family Offices, Llp, Heritage Advisors, Llc, Wells Fargo Advisors, and Wachovia Securities.
How can I contact David Maxey?
You can use AeroLeads to view verified contact signals for David Maxey at Trek Financial, including work email, phone, and LinkedIn data when available.
What skills is David Maxey known for?
David Maxey is listed with skills including Financial Planning, Investments, Portfolio Management, Finance, Risk Management, Financial Services, Financial Analysis, and Asset Management.
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