David Berman, Aif

David Berman, Aif Email and Phone Number

Experienced Financial Advisor working comprehensively with clients in Knoxville, Nashville and Atlanta GA. @
David Berman, Aif's Location
Knoxville, Tennessee, United States, United States
David Berman, Aif's Contact Details

David Berman, Aif personal email

n/a

David Berman, Aif phone numbers

About David Berman, Aif

I began my career as a Financial Advisor with the former Dean Witter in 1991.In 1996 I was promoted to Branch Manager in what became the Morgan Stanley office in Knoxville. In 2001, I moved to UBS Financial Services' downtown Knoxville office to partner with my Father-in-law. He retired in 2007 and I ran our combined business.Finally, in February 2010, I left UBS to begin my own wealth advisory business. I realized that I did not need or want the UBS or any other "Wirehouse" influence over my business. I am now working with Commonwealth Financial Network which is the largest privately-held, Independant Broker/Dealer in the nation. As I am now "Independant", the only agenda I have is my client's. I don't have to worry about any Branch Manager or other corporate types pushing their agendas. Our goal is to work "Comprehensively" with our clients and their financial needs. We want to be able to guide them through all of the moving parts of their financial lives, helping to ensure that every piece works together. Whether it's investments, insurance, estate planning or retirement planning, we want to be involved.Strictly intended for individuals in: AL, CA, FL, GA, MS, TN, TX. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA (www.FINRA.org)/SIPC (www.SIPC.com), a Registered Investment Adviser. Comperhensive Wealth Solutions, LLC, 9724 Kingston Pike, Suite 401, Knoxville, TN 37922, (865) 357-3950.Please see our Terms of Use here: www.commonwealth.com/termsofuse.htmlRegulations prohibit me from receiving recommendations on LinkedIn. The best recommendation you can give me is a client referral.

David Berman, Aif's Current Company Details
Comprehensive Wealth Solutions, LLC

Comprehensive Wealth Solutions, Llc

Experienced Financial Advisor working comprehensively with clients in Knoxville, Nashville and Atlanta GA.
David Berman, Aif Work Experience Details
  • Comprehensive Wealth Solutions, Llc
    President, Wealth Advisor
    Comprehensive Wealth Solutions, Llc Feb 2010 - Present
    Knoxville Tennessee
    My comprehensive approach helps ensure that my client's entire financial world, including retirement planning, investments, risk management and estate planning, all work together. Our advice process enables clients to see how all of these areas are interrelated, helping them to make wise financial decisions.
  • Ubs Financial Services
    Financial Advisor
    Ubs Financial Services May 2001 - Feb 2010
    Knoxville, Tn
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Apr 1991 - May 2001
    Knoxville, Tennessee
    Started as a Financial Advisor in April 1991. Was promoted to Branch Manager in October 1996. Moved back to the Financial Advisor position in February 2000.

David Berman, Aif Skills

Retirement Planning Investments Wealth Management Estate Planning Risk Management Securities Wealth Financial Services Finance Series 7 Retirement Strategic Financial Planning Mutual Funds Portfolio Management Asset Management

David Berman, Aif Education Details

Frequently Asked Questions about David Berman, Aif

What company does David Berman, Aif work for?

David Berman, Aif works for Comprehensive Wealth Solutions, Llc

What is David Berman, Aif's role at the current company?

David Berman, Aif's current role is Experienced Financial Advisor working comprehensively with clients in Knoxville, Nashville and Atlanta GA..

What is David Berman, Aif's email address?

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What schools did David Berman, Aif attend?

David Berman, Aif attended University Of Tennessee, Knoxville.

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David Berman, Aif has skills like Retirement Planning, Investments, Wealth Management, Estate Planning, Risk Management, Securities, Wealth, Financial Services, Finance, Series 7, Retirement, Strategic Financial Planning.

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