David Shnitzer Email & Phone Number

With over two decades of industry leadership experience, my core competencies in leadership and financial planning have defined my tenure at CARE Private Wealth. This organization values independence for advisors, a mission I passionately champion. At CARE Private Wealth, my focus is on fostering an environment that balances advisor autonomy with the support of a robust, experienced team, reflecting our collective dedication to financial soundness and client success.My recent role as Complex Director, Branch Manager, and Financial Advisor at Ameriprise Financial Services, LLC, honed my expertise in business consulting. There, I provided strategic leadership and drove financial service excellence for nearly two decades. Now, at CARE Private Wealth, I leverage this experience to guide our advisors and ensure they thrive independently, equipped with a comprehensive suite of platforms and products.Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com CARE Private Wealth and the above firms are independent and non-affiliated. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.

Listed skills include Services and Wealth Management.

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  Northeastern University

  Civil Engineering