David Satterwhite

David Satterwhite Email and Phone Number

Working with families and professionals to optimize their finances, streamline their cash flow, and be a trusted source for advice. @ Consolidated Planning, Inc.
united states
David Satterwhite's Location
Winston-Salem, North Carolina, United States, United States
David Satterwhite's Contact Details

David Satterwhite work email

David Satterwhite personal email

n/a
About David Satterwhite

I work with professionals, families, and retirees to help them make informed financial decisions as we design a plan for their future. At Consolidated Planning, we utilize a philosophy first mentality that allows my client's strategy to be centered around their values and goals rather than specific numbers or products. I help clients identify what they value most in life and structure plans to focus their resources on protecting those values.When I am not working with clients, I love spending time at the beach with my family and playing the guitar. I enjoy exploring downtown Winston and cheering on the North Carolina Tar Heels and Carolina Panthers.Feel free to contact me at (336) 777-1886, email me at dsatterwhite@cplanning.com, or message me on LinkedIn.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:2024-5364/

David Satterwhite's Current Company Details
Consolidated Planning, Inc.

Consolidated Planning, Inc.

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Working with families and professionals to optimize their finances, streamline their cash flow, and be a trusted source for advice.
united states
Website:
cplanning.com
Employees:
195
David Satterwhite Work Experience Details
  • Consolidated Planning, Inc.
    Financial Advisor
    Consolidated Planning, Inc. Jul 2015 - Present
    Winston-Salem, North Carolina Area
    I work with clients of all ages to help them establish financial balance in their lives and to help them achieve maximum efficiency with their resources. I help clients develop strategies to meet their desired lifestyle and minimize exposure to potential dangers and risk. I focus on helping my clients establish their goals and values in life, and then use their financial resources to attain those goals. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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  • Commercial Realty Advisors, Llc - Nc
    Intern
    Commercial Realty Advisors, Llc - Nc May 2014 - Jul 2014
    Winston Salem, North Carolina
    I assisted realtors during client meetings and visited sites of interest. I oversaw the management of various projects, excel spreadsheets, and research analyzation. I also helped locate new potential sites by scouting different areas of Winston-Salem .
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  • Wake Forest All Sports Camp
    Coach
    Wake Forest All Sports Camp Jun 2012 - Jul 2013
    • Supervised multiple sport stations a day for 15-25 children ages 6-12• Oversaw the station activities and was responsible for disciplinary actions in order to cultivate a safe environment• Communicated to camp counselors the expectations and layout of each station to facilitate an effective station• Taught children different drills to enhance their skills in each sport
  • Wake Forest All Sports Camp
    Camp Counselor
    Wake Forest All Sports Camp Jun 2008 - Jul 2011
    • Led 15-20 children of varying ages through camp stations• Participated in different sport stations to foster relationships with the children• Monitored group activities to ensure the welfare of each child

David Satterwhite Skills

Leadership Microsoft Excel Community Outreach Sports Teamwork Social Networking History Communication Marketing Group Work

David Satterwhite Education Details

Frequently Asked Questions about David Satterwhite

What company does David Satterwhite work for?

David Satterwhite works for Consolidated Planning, Inc.

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

David Satterwhite's current role is Working with families and professionals to optimize their finances, streamline their cash flow, and be a trusted source for advice..

What is David Satterwhite's email address?

David Satterwhite's email address is ds****@****ing.com

What schools did David Satterwhite attend?

David Satterwhite attended University Of North Carolina At Chapel Hill, Rj Reynolds High School.

What skills is David Satterwhite known for?

David Satterwhite has skills like Leadership, Microsoft Excel, Community Outreach, Sports, Teamwork, Social Networking, History, Communication, Marketing, Group Work.

Who are David Satterwhite's colleagues?

David Satterwhite's colleagues are Gregg Helman, Cfp®, Clu®, Nikkesha Richardson, James M. Matthews, Cfp®, Clu®, Ricp®, Melissa Franklin, Anna Portal, Andrew Cordell, Cfp®, Percy Blackburn, Chfc®.

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