David Roberson
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David Roberson Email & Phone Number

Successfully helping with Financial Advisors Brand + Website + Marketing + Lead Generation at Azella Advisor
Location: Grain Valley, Missouri, United States 13 work roles 1 school
1 work email found @azella.io LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@azella.io
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Successfully helping with Financial Advisors Brand + Website + Marketing + Lead Generation
Location
Grain Valley, Missouri, United States

Who is David Roberson? Overview

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Quick answer

David Roberson is listed as Successfully helping with Financial Advisors Brand + Website + Marketing + Lead Generation at Azella Advisor, based in Grain Valley, Missouri, United States. AeroLeads shows a work email signal at azella.io and a matched LinkedIn profile for David Roberson.

David Roberson previously worked as Founder & CEO at Azella Advisor and Board Member at Adelante Thrift. David Roberson holds High School, Cisco Network from Wyandotte.

Company email context

Email format at Azella Advisor

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{first}@azella.io
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AeroLeads found 1 current-domain work email signal for David Roberson. Compare company email patterns before reaching out.

Profile bio

About David Roberson

Born into a family of 5, raised in the streets of Wyandotte County, KS in the 90s was confusing as a kid. Most of my friends only had one parent at home and currency to them was street credibility. See, both my parents were home, they both worked to provide a living for my siblings and I but my parents never built equity. They took care of us, in a sense maybe I was privileged.Fast forward, to graduating high school with no college degree I spent 5 years in marketing at some of Kansas City's finest agencies, another 7 years in technology and financial services working for the largest registered investment advisory firm in the nation. But then I saw this Exodus of thousands of Financial Advisors going out on their own because technology and the market are making it easier for them to do so. It was time for me to combine my skills to help these financial advisors get a jump start using a turnkey solution for their branding, website, and marketing presence. Because at the root of all this people like my mom should have had a financial advisor. But my parents didn't feel like they had enough assets to be worthy. Although that wasn’t true...See now, with this proliferation of Financial Advisors and consumer technology usage, there are more and more opportunities for advisors to target people just like my mom. This is also how we can help address the equity Wealth Gap.Hi, I'm David Roberson. The CEO and founder of Azella, a company named after my mom's financial journey.

Current workplace

David Roberson's current company

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Azella Advisor
Azella Advisor
Successfully helping with Financial Advisors Brand + Website + Marketing + Lead Generation
AeroLeads page
13 roles · 22 years

David Roberson work experience

A career timeline built from the work history available for this profile.

Founder & Ceo

Current

Kansas City, MO, US

I founded the company AZELLA (my mom's name) after watching my mom struggle financially and not having the proper guidance growing up (most women manage household money). I joined the Financial Services industry in 2012 starting out in UX/Product design for advisors at DST Systems, shortly after joined The Mutual Fund Store (Financial Engines/Edelman.

Jul 2020 - Present

Board Member

Current

We strive to provide the best thrift experience by caring at every opportunity. Proceeds from our store go to support the work at Mission Adelante in Kansas City KS, a local ministry that serves immigrants and refugees from all places. Thrift was no accident. Many refugees come to the country with little more than papers. Thrift’s low costs allow people.

Aug 2021 - Present

President / Ceo

Current

2D Optimized is a team of business and marketing experts focused on helping your business reach it’s most optimal state for growth. 2D Optimized starts with a business analysis to determine the perfect marketing strategy to help target impressions, drive traffic, optimize CPL, decrease CPA and help reach your sales goals.Case Studies.

Aug 2007 - Present

Seo & Webmaster Lead

Santa Clara, California, US

- Took lead on a 3 month website brand migration and re-architecture leading a team of 20 people- Lead UX design, specs/requirements for website development, ads and a/b testing - After migration saw a 3x spike in traffic- Home page A/B test and radio show migration increases lead flow 2xI’m was in charge of helping develop, deliver, and execute on the.

Nov 2018 - Apr 2019

Digital Marketing Manager (Seo Expert, Ux & Analytics)

Sunnyvale, CA, US

I’m in charge of helping develop, deliver, and execute on the company’s digital marketing strategy and web UX. I partner with Consumer Products, Marketing, Brand, Engineering, Investment Services and other internal stakeholders to develop the next generation multi-channel products and marketing. Specialized SEO and digital marketing analyst in support of.

Sep 2015 - Nov 2018

Digital Sem/Aso & Product Manager

Overland Park, KS, US

I’m the leader of the creative concept and technical development of media advertising for the Smart401k Online product & Mobile App. These duties include management of a lead gen website, website SEO, mobile app ASO (App Store Optimization), tracking & reporting results, detailed project deployment & testing, infographics for marketing, banner ads.

Feb 2014 - Nov 2018

Digital Marketing Manager (Seo, Ux & Ppc Specialist)

The Mutual Fund Store

In charge of helping develop, deliver, and execute on the company’s digital marketing strategy. Successful planning and tactical execution through a broad range of appropriate B2C digital marketing channels—including desktop, mobile, social, email, digital ad and SEO—growing the business through increased traffic, lead generation, lead conversion and brand.

Jun 2013 - Feb 2016

Media Director (Part-Time)

Kansas City, KS, US

I am the resident expert in all of The USC Internet-based activities. I'm involved in planning and executing a digital campaign or sales plan and in directing subordinate employees to carry out Internet-based job tasks when and if need. My goal is to grow the ministry using the Internet as a tool to carry out streams of "ideas worth spreading".

Jan 2013 - Jan 2014

Sr. Ux Designer & Front-End Developer

Windsor, Connecticut, US

My job is to develop customer experience design solutions for software products and/or services that align user needs with business goals. I solve business and user problems and know the advantages, disadvantages, and best application of methods and/or tools. I lead the design component in cross-functional teams for small- to medium-sized projects.

Mar 2012 - May 2013

Interactive Art Director

Kansas City, MO, US

As Interactive Art Director I collaborated on overall campaign ideas with Art Directors/Designers and lead the interactive-specific ideas for the Interactive Team, including the supervision of Developers and Programmers. Established interactive process, developed companies website (including mobile) and also our email marketing best-practices.

Aug 2011 - Feb 2012

Web Designer

Bkv

Atlanta, GA, US

  • http://www.bkv.com
  • Translating content provided by a client into a functional Web site
  • Outlining a Web site's architecture and individual page’s layouts
  • Determining all functional requirements for a Web site, including, but not limited to, e-commerce capability, secure data entry forms, and specialized scripts
  • Coding a Web site in HTML and CSS using a text editor and using professional Web design software
  • Creating templates for approved Web site layout
Aug 2009 - Aug 2011

Facility Coordinator

Nicholson Kovac

http://www.nicholsonkovac.com

2006 - 2009 ~3 yrs

It Networking And Web Designer

Reality Media Llc

http://www.realitymediadesign.com

2004 - 2006 ~2 yrs
1 education record

David Roberson education

  • Wyandotte
    Wyandotte
    Cisco Network
FAQ

Frequently asked questions about David Roberson

Quick answers generated from the profile data available on this page.

What company does David Roberson work for?

David Roberson works for Azella Advisor.

What is David Roberson's role at Azella Advisor?

David Roberson is listed as Successfully helping with Financial Advisors Brand + Website + Marketing + Lead Generation at Azella Advisor.

What is David Roberson's email address?

AeroLeads has found 1 work email signal at @azella.io for David Roberson at Azella Advisor.

Where is David Roberson based?

David Roberson is based in Grain Valley, Missouri, United States while working with Azella Advisor.

What companies has David Roberson worked for?

David Roberson has worked for Azella Advisor, Adelante Thrift, 2D Optimized Marketing, Edelman Financial Engines, and Financial Engines.

How can I contact David Roberson?

You can use AeroLeads to view verified contact signals for David Roberson at Azella Advisor, including work email, phone, and LinkedIn data when available.

What schools did David Roberson attend?

David Roberson holds High School, Cisco Network from Wyandotte.

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