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David Wallingford Email & Phone Number
Wealth Advisor, Schwab Wealth Advisory, Inc.™
at
Charles Schwab
1 work email found
@etrade.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor, Schwab Wealth Advisory, Inc.™
Location
Denver Metropolitan Area, United States
Who is David Wallingford? Overview
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Quick answer
David Wallingford is listed as Wealth Advisor, Schwab Wealth Advisory, Inc.™ at Charles Schwab, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for David Wallingford.
David Wallingford previously worked as Manager - Wealth Advisor at Charles Schwab and Investor at Self-Employed. David Wallingford holds Bachelor’S Degree, Business Administration from The University Of Kansas.
Company email context
Email format at Charles Schwab
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{first}.{last}@etrade.com
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Profile bio
About David Wallingford
I have a passion for building long-term relationships with high-net-worth clients. My success has been achieved by delighting clients not just when a sale is on the line, but through ongoing relationships predicated on deep market knowledge, trust and sincere interest in their personal goals. After four years of managing my own portfolio, I am incredibly excited to get back into a role where I am working with clients and teammates once again. As Focus Group Leader for Scottrade, I led our branch network by facilitating a productive, two-way dialogue between C-suite executives and our 1500 Investment Consultants that influenced ongoing strategy decisions including the nationwide rollout of our in-branch advice offering. My favorite part of this role was cross-pollinating the ideas and goals of key stakeholders and sharing these insights with my colleagues across the company.Outside of work, I volunteer for trail building and trail repair projects to give something back to Colorado for all the fun time spent mountain biking. I am also a life-long guitar player and collector.
Current workplace
David Wallingford's current company
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Charles Schwab
Website
AeroLeads page
10 roles · 36 years
David Wallingford work experience
A career timeline built from the work history available for this profile.
Manager - Wealth Advisor
Investor
Self-Employed
● Individual investor managing personal assets through daily P&L monitoring, rigorousfundamental/technical/sentiment analysis, and risk management process● Built multi asset portfolio that successfully weathered the 2022 bear market● Maintained daily focus and discipline● Achieved income levels greater than former full-time roles
Financial Consultant
● Individual producer increasing revenue and client retention of $250M book of business● Sales of managed accounts (SMAs/UMAs), RIA Platform solutions, and net new assets● Client facing, consultative selling to high net worth individuals grounded in goal-based financial planning and retirement analysis● Managed business and lead flow through Salesforce Lightning CRM
Jan 2019 - Aug 2019
Wealth Financial Advisor, Vp
● Financial advisor to high net worth individuals tasked with growing $150M book of business● Developed financial plans, presented solutions, and sold managed accounts● Managed client contacts, sales pipeline, and new opportunities with Salesforce CRM
Apr 2018 - Sep 2018
Branch Manager / Focus Group Leader
● Sales Manager of wealth management & new assets● Coached associates to sales success with IC’s consistently meeting or exceeded sales targets● Led Scottrade branch network and Focus Group team of 12 top producing branch managers● Collaborated with C-level execs and stakeholders to plan and influence direction of Scottrade including the rollout of wealth management sales in branches ● CRM Implementation Project Team member - provided ongoing feedback from design phase to pilot to eventual system wide release, project champion for region, UAT Testing
Nov 2005 - Mar 2018
Investment Consultant
● Consultative sales to high net worth clients - consistently met or exceeded targets● Utilized wealth management solutions and expanded wallet share● Interacted with clients to understand their unique circumstance, strategy, and investment goals
Feb 2004 - Oct 2005
End User Training Specialist
● Trained associates on system-wide rollout of Siebel CRM platform ● Developed training materials and eLearning environments● Worked closely with consultants to become CRM subject matter expert ● Participated in extensive User Acceptance Testing (UAT)
Aug 2002 - Feb 2003
Senior Sales Specialist
● Sales of financial services to high net worth and active trader clients through proactive calling, seminars, and branch referrals. Top performer on team for 3 quarters, 1998-1999● Brought in to work with assigned region’s top prospects and clients to win business● Partnered with service center brokers - expanded referral network and increased lead flow
Aug 1995 - May 2000
Regional Investment Specialist
● Sales Manager of a 10 branch office, 20+ associates, Series 6 licensed team● Sales of variable/fixed annuities, and mutual funds. Won sales trip to The Hartford & Wellington
1991 - 1995
~4 yrs
1 education record
David Wallingford education
FAQ
Frequently asked questions about David Wallingford
Quick answers generated from the profile data available on this page.
What company does David Wallingford work for?
David Wallingford works for Charles Schwab.
What is David Wallingford's role at Charles Schwab?
David Wallingford is listed as Wealth Advisor, Schwab Wealth Advisory, Inc.™ at Charles Schwab.
What is David Wallingford's email address?
AeroLeads has found 1 work email signal at @etrade.com for David Wallingford at Charles Schwab.
Where is David Wallingford based?
David Wallingford is based in Denver Metropolitan Area, United States while working with Charles Schwab.
What companies has David Wallingford worked for?
David Wallingford has worked for Charles Schwab, Self-Employed, E*Trade, Bank Of The West, and Scottrade.
How can I contact David Wallingford?
You can use AeroLeads to view verified contact signals for David Wallingford at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did David Wallingford attend?
David Wallingford holds Bachelor’S Degree, Business Administration from The University Of Kansas.
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