David Wheatley Email and Phone Number
David Wheatley work email
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David Wheatley personal email
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David Wheatley phone numbers
http://tidewaterwealth.com/wealth-management-consultant/
Tidewater Wealth Management
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PartnerTidewater Wealth Management Oct 2021 - PresentInvestment 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. -
Vice PresidentEaston Volunteer Fire Company Jan 2021 - Present
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Wealth Management AdvisorTiaa-Cref Feb 2013 - Oct 2021New York, Ny, UsProviding comprehensive financial planning to individuals and their families to assist them in achieving their goals. -
Vice President / Regional Market ProducerTd Bank Group Mar 2012 - Nov 2012Toronto, Ontario, CaAssist 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 -
Managing DirectorShoff Darby Companies Nov 2007 - Mar 2012Norwalk, Ct, Us -
Commercial Insurance Sales OfficerHsbc Sep 2001 - Nov 2007London, Gb -
Regional Vice PresidentAxa Oct 1993 - Sep 2001Paris, Fr, Fr
David Wheatley Skills
David Wheatley Education Details
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The American College Of Financial ServicesInsurance & Financial Planning -
State University Of New York At OswegoBusiness 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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