David Gerkin
AeroLeads people directory · profile

David Gerkin Email & Phone Number

Director of Planning and Investment Research at EPM Financial
Location: Mount Juliet, Tennessee, United States 7 work roles 1 school
1 work email found @wradvisors.com 3 phones found area 217 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email d****@wradvisors.com
Direct phone (217) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director of Planning and Investment Research
Location
Mount Juliet, Tennessee, United States
Company size

Who is David Gerkin? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Gerkin is listed as Director of Planning and Investment Research at EPM Financial, a company with 15 employees, based in Mount Juliet, Tennessee, United States. AeroLeads shows a work email signal at wradvisors.com, phone signal with area code 217, and a matched LinkedIn profile for David Gerkin.

David Gerkin previously worked as Director of Planning & Investment Research at Epm Financial and Director of Planning & Investment Research at Edwards Porter Group. David Gerkin holds Music Ministry from Lincoln Christian College.

Company email context

Email format at EPM Financial

This section adds company-level context without repeating David Gerkin's masked contact details.

{first_initial}{last}@wradvisors.com
86% confidence

AeroLeads found 1 current-domain work email signal for David Gerkin. Compare company email patterns before reaching out.

Profile bio

About David Gerkin

David Gerkin is a Director of Planning and Investment Research at EPM Financial.

Current workplace

David Gerkin's current company

Company context helps verify the profile and gives searchers a useful next step.

EPM Financial
Epm Financial
Director of Planning and Investment Research
Mount Juliet, TN, US
Employees
15
AeroLeads page
7 roles

David Gerkin work experience

A career timeline built from the work history available for this profile.

Director Of Planning And Investment Research

Mount Juliet, TN, US

Director Of Planning & Investment Research

Current

Mount Juliet, Tennessee, United States

EPM Financial is a a local firm of qualified financial advisors that can help you reach your financial goals! Our team has over 30 years experience in the industry and specializes in financial planning, investment management, retirement strategies, risk management, and estate planning. I conduct the majority of research on investments for the team..

Oct 2017 - Present

Director Of Planning & Investment Research

Edwards Porter Group

Mt Juliet, TN

The Edwards Porter Group is a a local firm of highly qualified Financial Advisors that can help you reach your financial goals! Our team has over 30 years experience in the industry and specializes in Financial Planning, Investment Management, Retirement Strategies, Risk Management, and Estate Planning. I create and update financial plans for clients in a.

Mar 2016 - Sep 2017

Financial Planner

Nashville, TN

Assisted clients with investments, insurance and college savings in addition to comprehensive financial plans.

May 2011 - Feb 2016

Store Manager

Madison, TN

You may have heard of this company. I started out as a barista when I moved to Tennessee and worked my way up to manager. I learned about customer service, profit and loss statements, training employees, and a wee bit about coffee.

Sep 2005 - Sep 2010

Office Assistant

James H. Webster & Associates, Ltd.

Urbana, IL

This is a residential and commercial real estate appraisal company. I was very fortunate to work here, as they allowed me time off to play with The Red Hot Valentines. It was a typical office job, but I learned a lot about real estate and valuation, and even a little about drafting.

Feb 2002 - Jul 2005

President

The Red Hot Valentines, Inc.

Champaign, IL

I played bass and sang back-up vocals for this Midwestern rock band that signed to Polyvinyl Records. We met a lot of cool people and had a lot of fun on the way! It was a great experience that taught me a lot about running a business.

Nov 1999 - Dec 2004
Team & coworkers

Colleagues at EPM Financial

Other employees you can reach at epmfinancial.com. View company contacts for 15 employees →

1 education record

David Gerkin education

  • Lincoln Christian College
    Lincoln Christian College
    Music Ministry
FAQ

Frequently asked questions about David Gerkin

Quick answers generated from the profile data available on this page.

What company does David Gerkin work for?

David Gerkin works for EPM Financial.

What is David Gerkin's role at EPM Financial?

David Gerkin is listed as Director of Planning and Investment Research at EPM Financial.

What is David Gerkin's email address?

AeroLeads has found 1 work email signal at @wradvisors.com for David Gerkin at EPM Financial.

What is David Gerkin's phone number?

AeroLeads has found 3 phone signal(s) with area code 217 for David Gerkin at EPM Financial.

Where is David Gerkin based?

David Gerkin is based in Mount Juliet, Tennessee, United States while working with EPM Financial.

What companies has David Gerkin worked for?

David Gerkin has worked for Epm Financial, Edwards Porter Group, Waddell & Reed, Starbucks Coffee Company, and James H. Webster & Associates, Ltd..

Who are David Gerkin's colleagues at EPM Financial?

David Gerkin's colleagues at EPM Financial include Tom Janney, Cpa, Amanda Heifner, and Justin H..

How can I contact David Gerkin?

You can use AeroLeads to view verified contact signals for David Gerkin at EPM Financial, including work email, phone, and LinkedIn data when available.

What schools did David Gerkin attend?

David Gerkin holds Music Ministry from Lincoln Christian College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the David Gerkin you were looking for.

View similar profiles