David K. Wilson, Cfp®
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David K. Wilson, Cfp® Email & Phone Number

Financial Advisor at Wells Fargo Advisors
Location: San Diego County, California, United States 3 work roles 2 schools
2 work emails found @wellsfargoadvisors.com 2 phones found area 314 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email d****@wellsfargoadvisors.com
Direct phone (314) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo Advisors
Role
Financial Advisor
Location
San Diego County, California, United States
Company size
14520 employees

Who is David K. Wilson, Cfp®? Overview

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Quick answer

David K. Wilson, Cfp® is listed as Financial Advisor at Wells Fargo Advisors, a company with 14520 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for David K. Wilson, Cfp®.

David K. Wilson, Cfp® previously worked as Financial Consultant at Wells Fargo Advisors and Client Service Associate at Morgan Stanley Wealth Management. David K. Wilson, Cfp® holds Master Of Science, Business Administration (Financial & Tax Planning) from San Diego State University-California State University.

Company email context

Email format at Wells Fargo Advisors

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*@wellsfargoadvisors.com
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AeroLeads found 2 current-domain work email signals for David K. Wilson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About David K. Wilson, Cfp®

As a Financial Consultant with Wells Fargo Advisors, I am passionate about helping individuals and businesses succeed financially. My mission is to look at the big picture and provide comprehensive and intelligent financial advice. This information is intended for use by residents of AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, and WI only.CA Insurance License Number: 0I51877. Resident State [CA]./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Mutual Funds, Retirement Planning, Stocks, Bonds, and 3 others.

Current workplace

David K. Wilson, Cfp®'s current company

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

Wells Fargo Advisors
Wells Fargo Advisors
Financial Advisor
California, United States
Website
wellsfargoadvisors.com
Employees
14520
AeroLeads page
Company profile
View company profile Email format
3 roles

David K. Wilson, Cfp® work experience

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

Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

FV Fernanda Vezina Fernanda Vezina Colleague at Wells Fargo Advisors Austin, Texas, United States, United States View → SM Shalom Morgan Shalom Morgan Colleague at Wells Fargo Advisors Corte Madera, California, United States, United States View → CA Cody Allen Wells Cody Allen Wells Colleague at Wells Fargo Advisors Greater New Orleans Region, United States View → DJ David J. Mackin, Cfp® David J. Mackin, Cfp® Colleague at Wells Fargo Advisors San Francisco, California, United States, United States View → MM Mark Mushkin Mark Mushkin Colleague at Wells Fargo Advisors Thousand Oaks, California, United States, United States View → CB Courtney Buginas Courtney Buginas Colleague at Wells Fargo Advisors Lake Forest, California, United States, United States View → KR Kurt R. Wright Kurt R. Wright Colleague at Wells Fargo Advisors Greater Boston, United States View → KF Karen Fountain, Chsnc® Karen Fountain, Chsnc® Colleague at Wells Fargo Advisors Anniston, Alabama, United States, United States View → LP Lizzette Palos Lizzette Palos Colleague at Wells Fargo Advisors United States, United States View → PN Paul Newman Paul Newman Colleague at Wells Fargo Advisors Bethesda, Maryland, United States, United States View →
2 education records

David K. Wilson, Cfp® education

Master Of Science, Business Administration (Financial & Tax Planning)

San Diego State University-California State University

Bachelor Of Applied Science (Basc), Finance

San Diego State University-California State University

Activities and Societies: Alpha Kappa Psi, e3 (ethic, ecology, and economics society), Finance and Investment Society

FAQ

Frequently asked questions about David K. Wilson, Cfp®

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

What company does David K. Wilson, Cfp® work for?

David K. Wilson, Cfp® works for Wells Fargo Advisors.

What is David K. Wilson, Cfp®'s role at Wells Fargo Advisors?

David K. Wilson, Cfp® is listed as Financial Advisor at Wells Fargo Advisors.

What is David K. Wilson, Cfp®'s email address?

AeroLeads has found 2 work email signals at @wellsfargoadvisors.com for David K. Wilson, Cfp® at Wells Fargo Advisors.

What is David K. Wilson, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 314 for David K. Wilson, Cfp® at Wells Fargo Advisors.

Where is David K. Wilson, Cfp® based?

David K. Wilson, Cfp® is based in San Diego County, California, United States while working with Wells Fargo Advisors.

What companies has David K. Wilson, Cfp® worked for?

David K. Wilson, Cfp® has worked for Wells Fargo Advisors and Morgan Stanley Wealth Management.

Who are David K. Wilson, Cfp®'s colleagues at Wells Fargo Advisors?

David K. Wilson, Cfp®'s colleagues at Wells Fargo Advisors include Fernanda Vezina, Shalom Morgan, Cody Allen Wells, David J. Mackin, Cfp®, and Mark Mushkin.

How can I contact David K. Wilson, Cfp®?

You can use AeroLeads to view verified contact signals for David K. Wilson, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did David K. Wilson, Cfp® attend?

David K. Wilson, Cfp® holds Master Of Science, Business Administration (Financial & Tax Planning) from San Diego State University-California State University.

What skills is David K. Wilson, Cfp® known for?

David K. Wilson, Cfp® is listed with skills including Mutual Funds, Retirement Planning, Stocks, Bonds, Etfs, Corporate Retirement Plans, and Tax Efficient Strategies.

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