David Wheatley

David Wheatley Email and Phone Number

Partner / Senior Wealth Management Advisor at Tidewater Wealth Management @ Tidewater Wealth Management
David Wheatley's Location
New Haven, Connecticut, United States, United States
About David Wheatley

http://tidewaterwealth.com/wealth-management-consultant/

David Wheatley's Current Company Details
Tidewater Wealth Management

Tidewater Wealth Management

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Partner / Senior Wealth Management Advisor at Tidewater Wealth Management
David Wheatley Work Experience Details
  • Tidewater Wealth Management
    Partner
    Tidewater Wealth Management Oct 2021 - Present
    Investment advisory services provided by NewEdge Advisors, LLC doing business as Tidewater Wealth Management, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section.Investment advice is only offered to clients or prospective clients where NewEdge Advisors LLC doing business as Tidewater Wealth Management and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors LLC dba Tidewater Wealth Management unless a client service agreement is in place.Third party posts found on this profile do not reflect the views of NewEdge Advisors LLC or NewEdge Securities Inc. and have not been reviewed by either entity as to accuracy or completeness. For a list of states in which our advisors are registered to do business, please visit, www.gossadvisors.com.
  • Easton Volunteer Fire Company
    Vice President
    Easton Volunteer Fire Company Jan 2021 - Present
  • Tiaa-Cref
    Wealth Management Advisor
    Tiaa-Cref Feb 2013 - Oct 2021
    New York, Ny, Us
    Providing comprehensive financial planning to individuals and their families to assist them in achieving their goals.
  • Td Bank Group
    Vice President / Regional Market Producer
    Td Bank Group Mar 2012 - Nov 2012
    Toronto, Ontario, Ca
    Assist organizations in providing the right benefits plans to attract and retain employees.My expertise includes the following benefits: *Financial Planning*401(k) / 403(b) / Qualified plans*Asset Management*Life & Disability Insurance*Long Term Care Insurance*Estate Planning*Employee Group Benefit Plans (fully & self insured)*Third party administrator services
  • Shoff Darby Companies
    Managing Director
    Shoff Darby Companies Nov 2007 - Mar 2012
    Norwalk, Ct, Us
  • Hsbc
    Commercial Insurance Sales Officer
    Hsbc Sep 2001 - Nov 2007
    London, Gb
  • Axa
    Regional Vice President
    Axa Oct 1993 - Sep 2001
    Paris, Fr, Fr

David Wheatley Skills

Employee Benefits Insurance Estate Planning Commercial Insurance Risk Management Health Insurance Retirement Planning Sales Wealth Accumulation Financial Advisory Sales Management Finra Series 7 Holistic Financial Planning Banking

David Wheatley Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Insurance & Financial Planning
  • State University Of New York At Oswego
    State University Of New York At Oswego
    Business Administration & Economics

Frequently Asked Questions about David Wheatley

What company does David Wheatley work for?

David Wheatley works for Tidewater Wealth Management

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

David Wheatley's current role is Partner / Senior Wealth Management Advisor at Tidewater Wealth Management.

What is David Wheatley's email address?

David Wheatley's email address is dw****@****iaa.org

What is David Wheatley's direct phone number?

David Wheatley's direct phone number is +173290*****

What schools did David Wheatley attend?

David Wheatley attended The American College Of Financial Services, State University Of New York At Oswego.

What skills is David Wheatley known for?

David Wheatley has skills like Employee Benefits, Insurance, Estate Planning, Commercial Insurance, Risk Management, Health Insurance, Retirement Planning, Sales, Wealth Accumulation, Financial Advisory, Sales Management, Finra Series 7.

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