Senior Wealth Management Advisor
The Strategic Wealth Group At Meridian Wealth Management
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David Lundgren Email & Phone Number
Senior Wealth Management Advisor
at
The Strategic Wealth Group at Meridian Wealth Management
1 work email found
@bbvacompass.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Management Advisor
Location
Greater Phoenix Area, United States, United States
Who is David Lundgren? Overview
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Quick answer
David Lundgren is listed as Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management, based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at bbvacompass.com and a matched LinkedIn profile for David Lundgren.
David Lundgren previously worked as Senior Wealth Management Advisor at Meridian Wealth Management, Llc and Vice President at Goldman Sachs Personal Financial Management. David Lundgren holds Bachelor’S Degree, Business Administration/Finance from University Of Phoenix.
Company email context
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{first}.{last}@bbvacompass.com
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Profile bio
About David Lundgren
As a Senior Wealth Management Advisor, my focus is to service clients on investment opportunities, in alignment with the client's needs, goals and tolerance for risk. I work directly with the clients to help provide enduring control over their finances with the goal of delivering real and lasting comfort within their entire financial life. I'm able to assist clients in the areas of investment, retirement planning, insurance and estate plan consulting.By actively monitoring financial markets, specific investments in clients' portfolios and staying abreast of new investment strategies and investment vehicles, I'm able to take a holistic view of each clients' financial needs and goals. My efforts help ensure clients remain on track to reach their financial goals.
Listed skills include Credit.
Current workplace
David Lundgren's current company
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The Strategic Wealth Group At Meridian Wealth Management
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11 roles · 34 years
David Lundgren work experience
A career timeline built from the work history available for this profile.
Senior Wealth Management Advisor
Current
Sep 2023 - Present
Vice President
Goldman Sachs Personal Financial Management
Investment Advisory services offered by United Capital Financial Advisers, LLC, a Goldman Sachs Company.
Jul 2019 - Sep 2023
Senior Wealth Manager
United Capital is the first and largest Financial Life Management firm, with more than 80 offices nationwide and more than $18 billion in assets under management. What does Financial Life Management mean to our advisers and clients? It means we're here to improve people's lives by bringing truth, understanding and discipline to the financial choices made.
Aug 2017 - Sep 2023
Svp Financial Advisor
Aug 2016 - Feb 2017
Senior Vice President, Sr.Private Banker
Feb 2008 - Aug 2016
Real Estate Investor
Self--Real Estate
2006 - 2007
~1 yr
Vice President Private Client Manager
2003 - 2006
~3 yrs
Financial Advisor
Banc Of America Investment Services
1999 - 2003
~4 yrs
Registered Sales Assistant
Banc Of America Investment Services
1997 - 1999
~2 yrs
Personal Banker
Bank Of America
1992 - 1996
~4 yrs
1 education record
David Lundgren education
FAQ
Frequently asked questions about David Lundgren
Quick answers generated from the profile data available on this page.
What company does David Lundgren work for?
David Lundgren works for The Strategic Wealth Group at Meridian Wealth Management.
What is David Lundgren's role at The Strategic Wealth Group at Meridian Wealth Management?
David Lundgren is listed as Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management.
What is David Lundgren's email address?
AeroLeads has found 1 work email signal at @bbvacompass.com for David Lundgren at The Strategic Wealth Group at Meridian Wealth Management.
Where is David Lundgren based?
David Lundgren is based in Greater Phoenix Area, United States, United States while working with The Strategic Wealth Group at Meridian Wealth Management.
What companies has David Lundgren worked for?
David Lundgren has worked for The Strategic Wealth Group At Meridian Wealth Management, Meridian Wealth Management, Llc, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, Llc, and Bbva Compass Investment Solutions.
How can I contact David Lundgren?
You can use AeroLeads to view verified contact signals for David Lundgren at The Strategic Wealth Group at Meridian Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David Lundgren attend?
David Lundgren holds Bachelor’S Degree, Business Administration/Finance from University Of Phoenix.
What skills is David Lundgren known for?
David Lundgren is listed with skills including Credit.
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