Jun 2024 - Present
AeroLeads people directory · profile
David Benson Email & Phone Number
Vice President of Investments at Elevation Point
at
Elevation Point
1 work email found
@mtyale.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President of Investments at Elevation Point
Location
Greater Minneapolis-St. Paul Area, United States, United States
Who is David Benson? Overview
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Quick answer
David Benson is listed as Vice President of Investments at Elevation Point at Elevation Point, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at mtyale.com and a matched LinkedIn profile for David Benson.
David Benson previously worked as Vice President of Investments at Elevation Point and Vice President of Investments at Mount Yale Capital Group. David Benson holds Bachelor Of Arts (B.A.), Communication Studies from Gustavus Adolphus College.
Company email context
Email format at Elevation Point
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{first_initial}{last}@mtyale.com
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Profile bio
About David Benson
As Vice President of Investments with nearly two decades of experience in the financial services industry, I enjoy working with successful families, getting to know and understand what is most important to them, and implementing planning strategies that are unique to their situation. Prior to joining Mount Yale, I worked at Wells Fargo & Company where I held roles as a Private Wealth Financial Consultant and a Regional Bank Private Banker. I graduated from Gustavus Adolphus College in St. Peter, MN in 2002 with a degree in Communication Studies.I spend most of my time outside of the office trying to keep up with my three growing and energetic children, Molly, Drew and Graham. My wife Amber and I make our home in St. Michael, cheer for all the Minnesota sports teams, and love relaxing at our property up north on the Whitefish Chain of Lakes. I enjoy coaching my son’s travel baseball team (2021 MN State Champs!) and playing for the St. Michael town ball team.
Listed skills include Investments, Asset Allocation, Finance, Financial Advisory, and 3 others.
Current workplace
David Benson's current company
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7 roles
David Benson work experience
A career timeline built from the work history available for this profile.
Vice President Of Investments
We work with a select group of individuals and families to create a long-term strategy which is then customized to meet their unique retirement and estate planning needs while using tax-efficient strategies. This plan is monitored and readjusted using our disciplined approach so our clients can be confident in their plan. Our clients become our friends.
Jun 2021 - Jun 2024
Private Wealth Financial Consultant
We work with a select group of individuals and families to create a long-term strategy which is then customized to meet their unique retirement and estate planning needs while using tax-efficient strategies. This plan is monitored and readjusted using our disciplined approach so our clients can be confident in their plan. Our clients become our friends.
May 2019 - Jun 2021
Wealth Brokerage Services Financial Consultant
We work with a select group of individuals and families to create a long-term strategy which is then customized to meet their unique retirement and estate planning needs while using tax-efficient strategies. This plan is monitored and readjusted using our disciplined approach so our clients can be confident in their plan. Our clients become our friends.
Aug 2016 - May 2019
Regional Bank Private Banker
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Feb 2008 - Aug 2016
Licensed Personal Banker
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Sep 2004 - Feb 2008
Customer Service Representative
Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Apr 2003 - Sep 2004
1 education record
David Benson education
FAQ
Frequently asked questions about David Benson
Quick answers generated from the profile data available on this page.
What company does David Benson work for?
David Benson works for Elevation Point.
What is David Benson's role at Elevation Point?
David Benson is listed as Vice President of Investments at Elevation Point at Elevation Point.
What is David Benson's email address?
AeroLeads has found 1 work email signal at @mtyale.com for David Benson at Elevation Point.
Where is David Benson based?
David Benson is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Elevation Point.
What companies has David Benson worked for?
David Benson has worked for Elevation Point, Mount Yale Capital Group, Wells Fargo Advisors, Wells Fargo Bank, N.A., and Wells Fargo.
How can I contact David Benson?
You can use AeroLeads to view verified contact signals for David Benson at Elevation Point, including work email, phone, and LinkedIn data when available.
What schools did David Benson attend?
David Benson holds Bachelor Of Arts (B.A.), Communication Studies from Gustavus Adolphus College.
What skills is David Benson known for?
David Benson is listed with skills including Investments, Asset Allocation, Finance, Financial Advisory, Insurance, Investment Strategies, and Retirement Planning.
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