David Soloway, Cfp®, Cpwa®
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David Soloway, Cfp®, Cpwa® Email & Phone Number

Managing Director - Investments at Wells Fargo Advisors at Wells Fargo Advisors
Location: Los Angeles Metropolitan Area, United States, United States 11 work roles 1 school
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@wellsfargoadvisors.com
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Current company
Wells Fargo Advisors
Role
Managing Director - Investments at Wells Fargo Advisors
Location
Los Angeles Metropolitan Area, United States, United States
Company size
15127 employees

Who is David Soloway, Cfp®, Cpwa®? Overview

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Quick answer

David Soloway, Cfp®, Cpwa® is listed as Managing Director - Investments at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for David Soloway, Cfp®, Cpwa®.

David Soloway, Cfp®, Cpwa® previously worked as Managing Director - Investments at Wells Fargo Advisors and Senior Vice President - Senior Investment Officer at Northern Trust. David Soloway, Cfp®, Cpwa® holds Certificate In Personal Financial Planning, Earned With Distinction from University Of California, Los Angeles.

Company email context

Email format at Wells Fargo Advisors

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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for David Soloway, Cfp®, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About David Soloway, Cfp®, Cpwa®

This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, IL, MA, MI, NV, NY, OH, VA, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Wealth Management, Asset Allocation, Equities, Portfolio Management, and 29 others.

Current workplace

David Soloway, Cfp®, Cpwa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Managing Director - Investments at Wells Fargo Advisors
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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Company profile
View company profile Email format
11 roles

David Soloway, Cfp®, Cpwa® work experience

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

Managing Director - Investments

Current
Wells Fargo Advisors

Los Angeles, California, United States

Mar 2021 - Present

Senior Vice President - Senior Investment Officer

Northern Trust

Century City

I provided investment advice to, and managed investment portfolios for, high net worth individuals, institutions and various types of trusts. I partnered with the firm’s Trust Advisors, Lenders and Private Bankers to offer holistic wealth management advice and guidance.I also led the investment practice for our Century City and Pasadena offices, and.

Apr 2020 - Mar 2021

Senior Vice President - Senior Portfolio Manager, Team Leader

Northern Trust

Century City

Aug 2019 - Apr 2020

Senior Vice President - Senior Portfolio Manager

Northern Trust

Century City

Mar 2016 - Aug 2019

Vice President - Senior Portfolio Manager

Northern Trust

Century City

Jun 2013 - Mar 2016

Vice President - Portfolio Manager

Northern Trust

Westwood / Century City

Mar 2011 - Jun 2013

Second Vice President - Portfolio Manager

Northern Trust

Westwood

Oct 2009 - Mar 2011

Second Vice President - Associate Portfolio Manager

Northern Trust

Westwood

Mar 2009 - Oct 2009

Officer - Associate Portfolio Manager

Northern Trust

Los Angeles / Westwood

Oct 2007 - Mar 2009

Personal Financial Sales Associate

Northern Trust

Los Angeles

Jul 2005 - Nov 2006
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

RW Richard Wilhelmi, Cfp® Richard Wilhelmi, Cfp® Colleague at Wells Fargo AdvisorsPortland, Oregon Metropolitan Area, United States View → VS Veronica Staley Veronica Staley Colleague at Wells Fargo AdvisorsGreater St. Louis, United States View → CG Charles Grummon Charles Grummon Colleague at Wells Fargo AdvisorsNashville Metropolitan Area, United States View → CW Celeste W. Jordan Celeste W. Jordan Colleague at Wells Fargo AdvisorsMaryland Heights, Missouri, United States, United States View → BE Brian Eagan Brian Eagan Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States, United States View → RW Randal W. Seligmann Randal W. Seligmann Colleague at Wells Fargo AdvisorsCincinnati Metropolitan Area, United States View → JM Jason Muhm Jason Muhm Colleague at Wells Fargo AdvisorsGreater St. Louis, United States View → TW Tina Worthen Tina Worthen Colleague at Wells Fargo AdvisorsGranite City, Illinois, United States, United States View → JG Justin Galatas Justin Galatas Colleague at Wells Fargo AdvisorsGreater Houston, United States View → WT Wayne Toennies Wayne Toennies Colleague at Wells Fargo AdvisorsBartelso, Illinois, United States, United States View →
1 education record

David Soloway, Cfp®, Cpwa® education

FAQ

Frequently asked questions about David Soloway, Cfp®, Cpwa®

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

What company does David Soloway, Cfp®, Cpwa® work for?

David Soloway, Cfp®, Cpwa® works for Wells Fargo Advisors.

What is David Soloway, Cfp®, Cpwa®'s role at Wells Fargo Advisors?

David Soloway, Cfp®, Cpwa® is listed as Managing Director - Investments at Wells Fargo Advisors at Wells Fargo Advisors.

What is David Soloway, Cfp®, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for David Soloway, Cfp®, Cpwa® at Wells Fargo Advisors.

Where is David Soloway, Cfp®, Cpwa® based?

David Soloway, Cfp®, Cpwa® is based in Los Angeles Metropolitan Area, United States, United States while working with Wells Fargo Advisors.

What companies has David Soloway, Cfp®, Cpwa® worked for?

David Soloway, Cfp®, Cpwa® has worked for Wells Fargo Advisors and Northern Trust.

Who are David Soloway, Cfp®, Cpwa®'s colleagues at Wells Fargo Advisors?

David Soloway, Cfp®, Cpwa®'s colleagues at Wells Fargo Advisors include Richard Wilhelmi, Cfp®, Veronica Staley, Charles Grummon, Celeste W. Jordan, and Brian Eagan.

How can I contact David Soloway, Cfp®, Cpwa®?

You can use AeroLeads to view verified contact signals for David Soloway, Cfp®, Cpwa® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Soloway, Cfp®, Cpwa® attend?

David Soloway, Cfp®, Cpwa® holds Certificate In Personal Financial Planning, Earned With Distinction from University Of California, Los Angeles.

What skills is David Soloway, Cfp®, Cpwa® known for?

David Soloway, Cfp®, Cpwa® is listed with skills including Wealth Management, Asset Allocation, Equities, Portfolio Management, Investments, Fixed Income, Asset Managment, and Bloomberg.

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