David Potter

David Potter Email and Phone Number

Managing Director at Platinum Medical Administration @ Platinum Wealth Venture
David Potter's Location
Tampa, Florida, United States, United States
David Potter's Contact Details

David Potter work email

David Potter personal email

n/a

David Potter phone numbers

About David Potter

Creative Capital solutions for growing businesses. Insurance based plans for executive compensation and retirement distributions. With a strong and well diversified network of professionals we offer guidance for business growth requirements.

David Potter's Current Company Details
Platinum Wealth Venture

Platinum Wealth Venture

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Managing Director at Platinum Medical Administration
David Potter Work Experience Details
  • Platinum Wealth Venture
    Managing Director
    Platinum Wealth Venture Apr 2018 - Present
    Tampa, Fl, Us
    Creative Capital solutions for growing businesses. Insurance based plans for executive compensation and retirement distributions. With a strong and well diversified network of professionals we offer guidance for business growth requirements.
    View
  • Platinum Wealth Venture
    Executive Managing Partner
    Platinum Wealth Venture Jan 2007 - Apr 2018
    Tampa, Fl, Us
    How can you be sure that you’re working with an independent, unbiased financial professional who is committed to developing your financial strategy?Your Platinum Wealth Partners Advisor provides access to one of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, fixed and variable annuities, variable life insurance, stocks and bonds and fee-based investment advisory services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients.At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.Your Platinum Wealth Partners Advisor brings the power of independence to you.
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  • Raymond James
    Manging Executive
    Raymond James Oct 2003 - Oct 2006
    St. Petersburg, Florida, Us
    Development and Management of first Corporate Style Independent Agent office in Canada. This office developed into the largest Independent Advisor office on the Raymond James Ltd. platform.
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  • Raymond James
    Senior Vice President - Business Development
    Raymond James Aug 2001 - Sep 2003
    St. Petersburg, Florida, Us
    Responsible for recruiting, on a National level, for both the Corporate and independent Agent platforms at Raymond James.
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  • Td Securities
    Managing Director
    Td Securities Feb 1996 - Aug 2001
    Toronto, Ontario, Ca
    Responsible for Branch Management and recruiting for Full Service Advisor platform.
    View

David Potter Skills

Behavioral Finance Portfolio Management Wealth Management Retirement Planning Investments Asset Allocation Asset Managment Investment Advisory Securities Strategic Financial Planning Mutual Funds Financial Advisory Investment Strategies Alternative Investments Series 7 Retirement Equities Investment Management Estate Planning Series 63 Fixed Annuities Etfs

Frequently Asked Questions about David Potter

What company does David Potter work for?

David Potter works for Platinum Wealth Venture

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

David Potter's current role is Managing Director at Platinum Medical Administration.

What is David Potter's email address?

David Potter's email address is dp****@****mwp.com

What is David Potter's direct phone number?

David Potter's direct phone number is +181357*****

What are some of David Potter's interests?

David Potter has interest in Boating, Behavioral Finance.

What skills is David Potter known for?

David Potter has skills like Behavioral Finance, Portfolio Management, Wealth Management, Retirement Planning, Investments, Asset Allocation, Asset Managment, Investment Advisory, Securities, Strategic Financial Planning, Mutual Funds, Financial Advisory.

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