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David Martinez Email & Phone Number

Wealth Advisor at SmartPro Financial
Location: Dallas, Texas, United States 5 work roles 2 schools
1 work email found @wellsfargo.com 1 phone found area 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@wellsfargo.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor
Location
Dallas, Texas, United States
Company size

Who is David Martinez? Overview

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Quick answer

David Martinez is listed as Wealth Advisor at SmartPro Financial, a company with 58 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 800, and a matched LinkedIn profile for David Martinez.

David Martinez previously worked as Board Member at Mi Escuelita Preschools Inc. and Wealth Advisor at Dm2 Financial Services Llc. David Martinez holds Bachelor Of Arts (B.A.), Political Science And International Studies from Southern Methodist University.

Company email context

Email format at SmartPro Financial

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*@wellsfargo.com
68% confidence

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

Profile bio

About David Martinez

My mission is to serve as an advisor to my clients, providing them sound financial advice and counsel consistent with their goals and risk tolerance. I take the time necessary to fully understand what is important to my clients and assist them in clarifying their life's goals. I am able to make sure that the right financial strategies are in place in order for them to achieve those goals and I am with them every step of the way, providing constant feedback and analysis. My goal is to create life long relationships with my clients based on trust and customized financial strategies built around them."Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. SmartPro Financial & Cambridge are not affiliated." Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of."

Listed skills include Banking, Insurance, Customer Satisfaction, Customer Retention, and 11 others.

Current workplace

David Martinez's current company

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

SmartPro Financial
Smartpro Financial
Wealth Advisor
sarasota, florida, united states
Employees
58
AeroLeads page
5 roles

David Martinez work experience

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

Wealth Advisor

Current

15150 Preston Rd STE 300 Dallas TX

Oct 2018 - Present

Wealth Advisor

Dallas/Fort Worth Area

David Martinez is an Investment Advisor Representative offering securities and advisory services through Cambridge Investment Research Inc., Member FINRA, SIPC and a Registered Investment Advisor. DM2 Financial Services is independent of Cambridge Investment Research Inc..

Sep 2015 - Nov 2018

Branch Manager

Dallas/Fort Worth Area

I provided leadership and coaching in order to create a successful sales and service culture. As manager, I was tasked with hiring and building a team, creating and implementing business growth strategies to drive new business to the branch and also capitalizing on existing customers by helping them with their entire financial picture.

Feb 2001 - Jan 2013
Team & coworkers

Colleagues at SmartPro Financial

Other employees you can reach at smartprofinancial.com. View company contacts for 58 employees →

2 education records

David Martinez education

FAQ

Frequently asked questions about David Martinez

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

What company does David Martinez work for?

David Martinez works for SmartPro Financial.

What is David Martinez's role at SmartPro Financial?

David Martinez is listed as Wealth Advisor at SmartPro Financial.

What is David Martinez's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for David Martinez at SmartPro Financial.

What is David Martinez's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for David Martinez at SmartPro Financial.

Where is David Martinez based?

David Martinez is based in Dallas, Texas, United States while working with SmartPro Financial.

What companies has David Martinez worked for?

David Martinez has worked for Smartpro Financial, Mi Escuelita Preschools Inc., Dm2 Financial Services Llc, Wells Fargo Advisors, Llc, and Wells Fargo.

Who are David Martinez's colleagues at SmartPro Financial?

David Martinez's colleagues at SmartPro Financial include Steve Hoem, Jessica Chou, Taylor Alt, Carlos Berrios, and Moses Medina.

How can I contact David Martinez?

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

What schools did David Martinez attend?

David Martinez holds Bachelor Of Arts (B.A.), Political Science And International Studies from Southern Methodist University.

What skills is David Martinez known for?

David Martinez is listed with skills including Banking, Insurance, Customer Satisfaction, Customer Retention, Leadership, Customer Service, Team Building, and Coaching.

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