David Maxwell
5 email domains
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David Maxwell Email & Phone Number
Wealth Management Advisor at Lake Point Advisory Group
at
Lake Point Advisory Group
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 71%
Current company
Role
Wealth Management Advisor at Lake Point Advisory Group
Location
Plano, Texas, United States
Company size
Who is David Maxwell? Overview
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Quick answer
David Maxwell is listed as Wealth Management Advisor at Lake Point Advisory Group at Lake Point Advisory Group, a with 21 employees, based in Plano, Texas, United States. AeroLeads shows a matched LinkedIn profile for David Maxwell.
David Maxwell previously worked as Wealth Management Advisor at Lake Point Advisory Group.
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Lake Point Advisory Group
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Profile bio
About David Maxwell
In 2008, David joined Lake Point Advisory Group, bringing clients an unheralded passion for creating effective cash flow solutions and "safe money" strategies. Through his years of experience providing cash flow strategy, David has personally influenced and helped make thousands of financial dreams come true through a combination of independent client attention and the training of over 105 planning specialists. David affectionately refers to his clients as "America's Topsoil." Without them, America could not have blossomed into such a beautiful country to enjoy our lives. His major focus has been, and will always remain, allowing "America's Topsoil" to achieve total comfort in their soon to be or current retirement independence. He also seeks to help his clients through the achievement of a desired family legacy.David has achieved many honorable designations for his work with clients, including "Advisor of the Year" and "President's Honor Circle" with his previous firm. He has also achieved Million Dollar Round Table qualifier status multiple times, "Masters Forum Member," and most importantly, "family" to his clients.David is a true Texan, born and raised near Dallas and currently residing just north of town in Allen. He provides love and personal attention to his wife, Rome, and four children: Kierston, Quinn, River, and Kiely. David attended school at the University of North Texas and sought a degree in finance and a minor in real estate.
Current workplace
David Maxwell's current company
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Lake Point Advisory Group
1 role
David Maxwell work experience
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Wealth Management AdvisorThe Lake Point Advisory Group team provides qualified financial guidance, delivering professional, customized services based on personal attention, honesty, integrity, knowledge and experience. Let us help you plan for your retirement, preserve your legacy or manage your current and future wealth.Our mission is to be indispensable in helping our clients make smart financial decisions through uncompromising integrity, trust and personalized service.
FAQ
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What company does David Maxwell work for?
David Maxwell works for Lake Point Advisory Group.
What is David Maxwell's role at Lake Point Advisory Group?
David Maxwell is listed as Wealth Management Advisor at Lake Point Advisory Group at Lake Point Advisory Group.
Where is David Maxwell based?
David Maxwell is based in Plano, Texas, United States while working with Lake Point Advisory Group.
What companies has David Maxwell worked for?
David Maxwell has worked for Lake Point Advisory Group.
Who are David Maxwell's colleagues at Lake Point Advisory Group?
David Maxwell's colleagues at Lake Point Advisory Group include David Maxwell and Penny Defoe.
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