David Sattler

David Sattler Email and Phone Number

Managing Director @ Raymond James Financial Services
Toledo, OH, US
David Sattler's Location
Toledo, Ohio, United States, United States
David Sattler's Contact Details
About David Sattler

NWQ Wealth Partners, LLC.6012 Renaissance Place, Suites A/BToledo, OH 43623419-517-7001Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

David Sattler's Current Company Details
Raymond James Financial Services

Raymond James Financial Services

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Managing Director
Toledo, OH, US
Website:
raymondjames.com
Employees:
18734
David Sattler Work Experience Details
  • Raymond James Financial Services
    Managing Director
    Raymond James Financial Services
    Toledo, Oh, Us
    View
  • Raymond James
    Financial Advisor
    Raymond James Jun 2009 - Present
    Managing Director, NWQ Wealth Partners, LLC/Financial Advisor, RJFS, Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. NWQ Wealth Partners is not a registered broker-dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.At our Toledo, Ohio wealth complex, our advisors offer wealth management and retirement planning strategies to individuals and corporations. For important disclosure information, please see "Social Media Disclosure" link in "Contact Info."NWQ Wealth Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
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  • Raymond James Financial Services
    Managing Director
    Raymond James Financial Services Jun 2009 - Present
    6012 Renaissance Pl., Toledo, Oh 43623 419/517-7001
    View
  • Smith Barney Inc., Member Citigroup Global Markets, Inc.
    Financial Planning Specialist/Financial Advisor
    Smith Barney Inc., Member Citigroup Global Markets, Inc. Mar 2000 - Dec 2009
    Financial Planning Specialist advising and helping corporate clients and individuals reach their retirement and investment goals through comprehensive financial planning and asset allocation
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  • Don Lea Associates
    Vice President
    Don Lea Associates 1998 - 2000
  • Toledo Storm
    Assistant Gm
    Toledo Storm 1991 - 1996
    Detroit Red Wing Affiliate in the ECHL
  • The Press Newspapers
    Freelance
    The Press Newspapers 1989 - 1990

David Sattler Skills

Retirement Planning Wealth Management Retirement Financial Advisory Asset Allocation Investments 401k Investment Advisory Estate Planning Securities Financial Planning Strategic Financial Planning Mutual Funds Iras Wealth Uniform Combined State Law

David Sattler Education Details

Frequently Asked Questions about David Sattler

What company does David Sattler work for?

David Sattler works for Raymond James Financial Services

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

David Sattler's current role is Managing Director.

What is David Sattler's email address?

David Sattler's email address is il****@****ail.com

What is David Sattler's direct phone number?

David Sattler's direct phone number is +141951*****

What schools did David Sattler attend?

David Sattler attended The University Of Toledo.

What skills is David Sattler known for?

David Sattler has skills like Retirement Planning, Wealth Management, Retirement, Financial Advisory, Asset Allocation, Investments, 401k, Investment Advisory, Estate Planning, Securities, Financial Planning, Strategic Financial Planning.

Who are David Sattler's colleagues?

David Sattler's colleagues are Gary Farthing, Monique Parnell, Mark Specht, Jeffrey Holecek, Palmer Knight, Garrett Gunn, Jana Strange Fuller.

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