David Shnitzer

David Shnitzer Email and Phone Number

Managing Partner at CARE Private Wealth @ CARE Private Wealth
David Shnitzer's Location
Greater Boston, United States, United States
David Shnitzer's Contact Details

David Shnitzer work email

David Shnitzer personal email

n/a
About David Shnitzer

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.

David Shnitzer's Current Company Details
CARE Private Wealth

Care Private Wealth

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Managing Partner at CARE Private Wealth
David Shnitzer Work Experience Details
  • Care Private Wealth
    Managing Partner
    Care Private Wealth Jan 2024 - Present
    Newton, Ma, Us
    CARE Private Wealth, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. We believe it is essential for advisors to be affiliated with a financially sound organization that provides an open investment platform. We focus on helping advisors be independent but also make sure they know and feel that they are not alone. Our founding partners combined have over 80 years of industry and leadership experience.Securities and advisory services are offered through Lincoln Investment. CARE Private Wealth LLC and Lincoln Investment are separate entities.
  • Ameriprise Financial Services, Llc
    Complex Director/Branch Manager/Financial Advisor
    Ameriprise Financial Services, Llc Nov 2004 - Jan 2024
    Minneapolis, Mn, Us
    CA License # 0E96400

David Shnitzer Skills

Services Wealth Management

David Shnitzer Education Details

  • Northeastern University
    Northeastern University
    Civil Engineering

Frequently Asked Questions about David Shnitzer

What company does David Shnitzer work for?

David Shnitzer works for Care Private Wealth

What is David Shnitzer's role at the current company?

David Shnitzer's current role is Managing Partner at CARE Private Wealth.

What is David Shnitzer's email address?

David Shnitzer's email address is ap****@****mpf.com

What schools did David Shnitzer attend?

David Shnitzer attended Northeastern University.

What skills is David Shnitzer known for?

David Shnitzer has skills like Services, Wealth Management.

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