David Rogers

David Rogers Email and Phone Number

Financial Planning and Investment Advice at Blueprint Financial Advisors @ Blueprint Financial Advisors
David Rogers's Location
Tampa, Florida, United States, United States
David Rogers's Contact Details
About David Rogers

IMPORTANT DISCLAIMER: The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Professional designations: Certified Financial Planner™

David Rogers's Current Company Details
Blueprint Financial Advisors

Blueprint Financial Advisors

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Financial Planning and Investment Advice at Blueprint Financial Advisors
David Rogers Work Experience Details
  • Blueprint Financial Advisors
    Financial Advisor
    Blueprint Financial Advisors Jun 2024 - Present
    Tampa, Florida, United States
    View
  • Bb&T
    Vice President Wealth Management Advisor
    Bb&T Nov 2017 - Jun 2020
    Tampa/St. Petersburg, Florida Area
    View
  • Regions Bank
    Vice President Wealth Management Advisor
    Regions Bank Nov 2014 - Oct 2017
    Tampa/St. Petersburg, Florida Area
    View
  • J.P. Morgan Asset Management
    Private Banker, High Net Worth Business Owner
    J.P. Morgan Asset Management Sep 2011 - Jul 2014
    Tampa/St. Petersburg, Florida Area
    View
  • Bernstein Private Wealth Management
    Wealth Management Associate
    Bernstein Private Wealth Management Apr 2007 - May 2011
    Manhattan, Ny
    View

David Rogers Skills

Alternative Investments Estate Planning Series 63 Financial Advisory Banking Fixed Income Insurance Retirement Planning Wealth Management Services Portfolio Management Financial Modeling Capital Markets Investments Bloomberg Financial Risk Finance Series 66 Asset Allocation Investment Advisory Asset Managment Financial Services Equities Wealth Management Mutual Funds Equity Research Uniform Combined State Law Strategic Financial Planning Finra Investment Strategies Risk Management Credit Financial Analysis Credit Analysis Series 65 Loans Series 7 Securities Hedge Funds Investment Management

David Rogers Education Details

Frequently Asked Questions about David Rogers

What company does David Rogers work for?

David Rogers works for Blueprint Financial Advisors

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

David Rogers's current role is Financial Planning and Investment Advice at Blueprint Financial Advisors.

What is David Rogers's email address?

David Rogers's email address is da****@****ail.com

What schools did David Rogers attend?

David Rogers attended Florida State University, Tampa Catholic High School.

What are some of David Rogers's interests?

David Rogers has interest in Reading, Electronics.

What skills is David Rogers known for?

David Rogers has skills like Alternative Investments, Estate Planning, Series 63, Financial Advisory, Banking, Fixed Income, Insurance, Retirement Planning, Wealth Management Services, Portfolio Management, Financial Modeling, Capital Markets.

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