David Stecker, Cfp® Email and Phone Number
I bring over 25 years of advisory experience to a loyal clientele that spans generations of successful families, guiding them through a wide range of issues, including tax and estate planning, portfolio construction and risk management.Prioritizing care and consideration, supported by extensive knowledge of comprehensive planning and capital markets, is at the heart of my customized approach. Having earned the CERTIFIED FINANCIAL PLANNERTM designation from New York University, I strive to be considered a sounding board for many of clients' complex challenges.Listening to the nuances of each individualized scenario and exploring topics that may be sensitive and difficult to discuss is a key differentiator. Being viewed as a trusted partner along my client's wealth journey provides me with a tremendous sense of professional purpose and pride. Before joining J.P. Morgan via First Republic Private Wealth Management, I spent 20 years as a Senior Wealth Advisor at Citigroup in New York City, graduating with honors from the Zicklin School of Business at Baruch College with a B.S. in Finance.
J.P. Morgan
View- Website:
- jpmorgan.com
- Employees:
- 59438
-
Executive Director | Wealth AdvisorJ.P. Morgan Jul 2023 - PresentBoca Raton, Florida, United StatesElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency… Show more Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2024 JPMorgan Chase & Co. All rights reserved Show less
-
Svp _ Wealth Manager Cfp® _ First Republic BankFirst Republic Bank Mar 2021 - Jul 2023Boca Raton -
Vice President - Senior Wealth Advisor Cfp(R)Citi Aug 2000 - Mar 2021New York, New York
David Stecker, Cfp® Education Details
-
Finance, General
Frequently Asked Questions about David Stecker, Cfp®
What company does David Stecker, Cfp® work for?
David Stecker, Cfp® works for J.p. Morgan
What is David Stecker, Cfp®'s role at the current company?
David Stecker, Cfp®'s current role is Executive Director | Wealth Advisor @ J. P. Morgan Wealth Management.
What schools did David Stecker, Cfp® attend?
David Stecker, Cfp® attended Zicklin School Of Business.
Who are David Stecker, Cfp®'s colleagues?
David Stecker, Cfp®'s colleagues are Marian Mcbride, Suresh Katre, Kimberly Kozak, Daniel Burgat, Dominique Becker, Deepesh Dubey, Dick Sexton.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial