David Palkovitz, Cfp®
AeroLeads people directory · profile

David Palkovitz, Cfp® Email & Phone Number

Wealth Management Advisor at Apollon Wealth Management, LLC at Apollon Wealth Management, LLC
Location: Lexington County, South Carolina, United States 6 work roles 1 school
1 work email found @janney.com 2 phones found area 216 LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email d****@janney.com
Direct phone (216) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Apollon Wealth Management, LLC
Role
Wealth Management Advisor at Apollon Wealth Management, LLC
Location
Lexington County, South Carolina, United States
Company size
32 employees

Who is David Palkovitz, Cfp®? Overview

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

Quick answer

David Palkovitz, Cfp® is listed as Wealth Management Advisor at Apollon Wealth Management, LLC at Apollon Wealth Management, LLC, a company with 32 employees, based in Lexington County, South Carolina, United States. AeroLeads shows a work email signal at janney.com, phone signal with area code 216, and a matched LinkedIn profile for David Palkovitz, Cfp®.

David Palkovitz, Cfp® previously worked as WEALTH MANAGEMENT ADVISOR AT Apollon Wealth Management at Apollon Wealth Management, Llc and Account Executive at The Braddock Group Of Janney Montgomery Scott, Llc. David Palkovitz, Cfp® holds Ba, Economics, Finance, International Development from Mcgill University.

Company email context

Email format at Apollon Wealth Management, LLC

This section adds company-level context without repeating David Palkovitz, Cfp®'s masked contact details.

*@janney.com
68% confidence

AeroLeads found 1 current-domain work email signal for David Palkovitz, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About David Palkovitz, Cfp®

David Palkovitz, Cfp® is a Wealth Management Advisor at Apollon Wealth Management, LLC at Apollon Wealth Management, LLC. Colleagues describe him as "David has put a lot of time and effort into managing AIESEC McGill, following the expansion that had previously started two years prior to his mandate. He changed the structure of the local committee to fit his vision for the year. The outcome of both his and his team's hard work was that the local committee broke the record of exchanges in Canada for the second time in a row."

Current workplace

David Palkovitz, Cfp®'s current company

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

Apollon Wealth Management, LLC
Apollon Wealth Management, Llc
Wealth Management Advisor at Apollon Wealth Management, LLC
mount pleasant, south carolina, united states
Website
apollonwealthmanagement.com
Employees
32
AeroLeads page
Company profile
View company profile Email format
6 roles

David Palkovitz, Cfp® work experience

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

Account Executive

The Braddock Group Of Janney Montgomery Scott, Llc

Columbia, SC

Our team builds relationships with a limited number of families to guide their transfer of wealth, perspective, and values through generations. We believe in developing strategies that weave philanthropy and estate planning together as this allows the family to think multi-generationally; goals become purposeful and personalized rather than simply amassing.

May 2015 - Feb 2020

Financial Advisor

The Braddock Group Of Jhs Capital Advisors

Columbia, SC

Oct 2014 - May 2015

Local Committee President

Aiesec Mcgill

Montreal, Quebec

Led top Canadian AIESEC local committee; grew membership from 63 to 117 individuals; one of top five chapters in Western Europe and North America; broke exchange record in AIESEC Canada; business model has been presented at conferences throughout North America and Western Europe; manage revenues in excess of $60k; facilitated the creation of AIESEC's first.

Jan 2012 - Dec 2012

Vice President Of Corporate Relations

Aiesec Mcgill

Montreal, Quebec

Increased sales by 900%; raised over $30,000 in revenue; led the top AIESEC sales team in Canada; received sales training from HP Headquarters (Missassauga, ON), P&G (Quebec City, Quebec), Cenovus Energy (Ottawa, ON), Deutsche Bank (Montreal, QC) and various other organizations; attended three Canadian national leadership development conferences and sales.

Jan 2011 - Dec 2011
Team & coworkers

Colleagues at Apollon Wealth Management, LLC

Other employees you can reach at apollonwealthmanagement.com. View company contacts for 32 employees →

RS Richard Sebastian, Cfp® Richard Sebastian, Cfp® Colleague at Apollon Wealth Management, Llc Washington DC-Baltimore Area, United States View → JA Jim Almquist, Cfp® Jim Almquist, Cfp® Colleague at Apollon Wealth Management, Llc Quincy, Massachusetts, United States, United States View → KE Katherine Earle Katherine Earle Colleague at Apollon Wealth Management, Llc Charleston, South Carolina, United States, United States View → KW Kristin Wilde Kristin Wilde Colleague at Apollon Wealth Management, Llc Charleston, South Carolina Metropolitan Area, United States View → ET Eric Talbott Eric Talbott Colleague at Apollon Wealth Management, Llc Crystal Lake, Illinois, United States, United States View → AK Aymen Kaboub Aymen Kaboub Colleague at Apollon Wealth Management, Llc United States, United States View → MB Mike Brinton Mike Brinton Colleague at Apollon Wealth Management, Llc Nashville, Tennessee, United States, United States View → HA Herly Andres Tejada, Mba Herly Andres Tejada, Mba Colleague at Apollon Wealth Management, Llc Miami, Florida, United States, United States View → AB Abigail B. Abigail B. Colleague at Apollon Wealth Management, Llc Charleston, South Carolina, United States, United States View → BW Brooke Walter Brooke Walter Colleague at Apollon Wealth Management, Llc Denver, Colorado, United States, United States View →
1 education record

David Palkovitz, Cfp® education

FAQ

Frequently asked questions about David Palkovitz, Cfp®

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

What company does David Palkovitz, Cfp® work for?

David Palkovitz, Cfp® works for Apollon Wealth Management, LLC.

What is David Palkovitz, Cfp®'s role at Apollon Wealth Management, LLC?

David Palkovitz, Cfp® is listed as Wealth Management Advisor at Apollon Wealth Management, LLC at Apollon Wealth Management, LLC.

What is David Palkovitz, Cfp®'s email address?

AeroLeads has found 1 work email signal at @janney.com for David Palkovitz, Cfp® at Apollon Wealth Management, LLC.

What is David Palkovitz, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 216 for David Palkovitz, Cfp® at Apollon Wealth Management, LLC.

Where is David Palkovitz, Cfp® based?

David Palkovitz, Cfp® is based in Lexington County, South Carolina, United States while working with Apollon Wealth Management, LLC.

What companies has David Palkovitz, Cfp® worked for?

David Palkovitz, Cfp® has worked for Apollon Wealth Management, Llc, The Braddock Group Of Janney Montgomery Scott, Llc, The Braddock Group Of Jhs Capital Advisors, New York Life Insurance Company, and Aiesec Mcgill.

Who are David Palkovitz, Cfp®'s colleagues at Apollon Wealth Management, LLC?

David Palkovitz, Cfp®'s colleagues at Apollon Wealth Management, LLC include Richard Sebastian, Cfp®, Jim Almquist, Cfp®, Katherine Earle, Kristin Wilde, and Eric Talbott.

How can I contact David Palkovitz, Cfp®?

You can use AeroLeads to view verified contact signals for David Palkovitz, Cfp® at Apollon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did David Palkovitz, Cfp® attend?

David Palkovitz, Cfp® holds Ba, Economics, Finance, International Development from Mcgill University.

Find 750M verified contacts

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