David Rascoe Email and Phone Number
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David Rascoe personal email
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For more than 32 years, I have provided guidance to successful individuals, families, executives and business owners by helping them find smart ways to prepare for and enter retirement. We look at a wide range of financial investments in order to create a professional, customized and understandable investment portfolio that’s designed to help maximize your return for the least amount of risk you’re willing to take. Given my long history of working with successful individuals in large companies, I can help you navigate the rules and regulations affecting retirement plan distributions, the impact of taxes and inflation upon assets and ways to help maximize existing IRAs. My clients appreciate that I am candid and tactful. I believe we will make better choices together when we know we can be honest and straightforward with each other. I want to hear about your problems immediately, before they have a chance to grow. My team and I strive to respond to all of your questions, needs and requests with concierge level service. Above all, your goals, values, vision and circumstances determine the strategies we develop together.I wrote the stock and bond column “Daily Market Roundup” for the San Diego Daily Transcript for approximately three years. Through my work, I have been honored to have been awarded the “FIVE STAR: Wealth Manager” award by San Diego Magazine in 2013, 2014, 2016 - 2024.Learn more at https://fa.morganstanley.com/david.rascoeCRC# 707221NMLS #9868662013, 2014, 2016-2024 Five Star Wealth Manager AwardSource: fivestarprofessional.com (2013, 2014, 2016-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time periodAwards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Managing Director - InvestmentsWells Fargo Advisors Sep 2024 - PresentSan Diego, California, United States
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Senior Vice President, Financial AdvisorMorgan Stanley Feb 2013 - Oct 2024San DiegoIt’s extremely important to me that you understand the entire investment process. The process that I recommend is disciplined and systematic, and is goal focused, not product focused. As a Morgan Stanley Family Wealth Advisor, I have many years of knowledge and experience to provide your family with wealth management strategies that put your family’s collective values and goals first© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the ranking methodology for the award(s) listed, go tohttp://www.morganstanleyfa.com/david.rascoe. Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating(s).
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Senior Vice President - Investment OfficerWells Fargo Advisors Jun 1997 - Feb 2013San DiegoI concentrated on retirement planning because it has a broader focus than just providing you with investment advice. It means helping you maintain the financial independence you’ve worked your whole life to achieve. It means striving to ensure you have the means to pursue what’s most important to you. And it means understanding you as someone whose unique goals, values, visions and circumstances determine the strategies I recommend on your behalf.
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Financial AdvisorSmith Barney Sep 1994 - Jul 1997I developed and began offering local retirement planning educational workshops to successful individuals, families, executives and business owners.
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Financial AdvisorPayne Webber Jan 1991 - Oct 1994During my first years in the financial services industry, I learned the importance of providing excellent client relations. I believe that every client deserves to expect exceptional service while also receiving the very best available investment advice.
David Rascoe Education Details
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University Of Southern CaliforniaBusiness Administration
Frequently Asked Questions about David Rascoe
What company does David Rascoe work for?
David Rascoe works for Wells Fargo Advisors
What is David Rascoe's role at the current company?
David Rascoe's current role is Managing Director - Investments, Senior Financial Advisor at Wells Fargo Advisors.
What is David Rascoe's email address?
David Rascoe's email address is da****@****ley.com
What is David Rascoe's direct phone number?
David Rascoe's direct phone number is +191425*****
What schools did David Rascoe attend?
David Rascoe attended University Of Southern California.
Who are David Rascoe's colleagues?
David Rascoe's colleagues are Lea Taguinod, Rodney Vucenich, Ronald Hertel, Scott Reich, Ricardo Rivers, Mba, Robert Birzer, Gary Danna.
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