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David Whaley Email & Phone Number
Division Manager, RIA and Custody Services
at
Raymond James
1 work email found
@voya.com
1 phone found area 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Division Manager, RIA and Custody Services
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is David Whaley? Overview
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Quick answer
David Whaley is listed as Division Manager, RIA and Custody Services at Raymond James, a company with 18734 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at voya.com, phone signal with area code 212, and a matched LinkedIn profile for David Whaley.
David Whaley previously worked as Division Manager, RIA & Custody Services at Raymond James and Regional Vice President at Voya Financial. David Whaley holds Bachelor Of Music Ed, Music from Bethel University.
Company email context
Email format at Raymond James
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{first}.{last}@voya.com
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AeroLeads found 1 current-domain work email signal for David Whaley. Compare company email patterns before reaching out.
Profile bio
About David Whaley
David Whaley is a Division Manager, RIA and Custody Services at Raymond James. He possess expertise in retirement, finra, sales operations, leadership, retirement planning and 21 more skills.
Listed skills include Retirement, Finra, Sales Operations, Leadership, and 22 others.
Current workplace
David Whaley's current company
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Raymond James
8 roles
David Whaley work experience
A career timeline built from the work history available for this profile.
Division Manager, Ria & Custody Services
Current
Mar 2022 - Present
Regional Vice President
Primary relationship manager for retirement plan sponsors in the tax-exempt markets as well as supervisory principal of the Dallas, TX Voya branch office. Responsible for creating strategies to retain and grow plan assets as well as promote and supervise retail sales objectives in a territory. Partnered with internal teams to respond to RFP's and.
Jul 2014 - Mar 2022
Director Of Agent Recruiting And Wholesaling
Responsible for creating and promoting recruiting initiatives to add independent advisors to sell ING U.S. Tax-Exempt Market (TEM) products and services. Manager of Tax-Exempt Market Sales Desk comprised of wholesalers focused on promoting 403(b) and 457 sales. In addition, regional manager of a territory recruiting and driving independent producer sales.
Jan 2011 - Jun 2014
Business Development Manager (External Wholesaler)
Managed agent distribution sales in a six-state territory for the Tax-Exempt Market Division. Responsible for recruiting and training independent distribution, identifying plan sponsor opportunities, and promoting fixed and variable annuity solutions.
Mar 2007 - Jan 2011
Agent Recruiting Manager
Recruited new agents through outbound calls, territory travel, referrals, networking, andanswering inbound calls.
Jul 2005 - Mar 2007
Sales Support Consultant
Promoted Tax-Exempt Market product sales through outbound calls, webinars, and travel.
Sep 2004 - Jun 2005
Financial Advisor
The Whaley Company
Owner of an independent agency focused on individual sales of insurance and investment products.
Jun 1997 - Sep 2004
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →
LM
Larry Michael Goeas
Colleague at Raymond JamesKaneohe, Hawaii, United States, United States
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HB
Helene Beloin
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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RK
Rogale Kenneth
Colleague at Raymond JamesNorthville, Michigan, United States, United States
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MP
Mark P. Sullivan
Colleague at Raymond JamesColumbia, South Carolina, United States, United States
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AM
Alisha Marshall
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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GF
Gary Franklin
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
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JJ
Jenny James
Colleague at Raymond JamesNew York, New York, United States, United States
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WB
Wyatt Bascom
Colleague at Raymond JamesColumbus, Ohio, United States, United States
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JP
Jared Perlman
Colleague at Raymond JamesMiami, Florida, United States, United States
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RS
Rehan Salmani
Colleague at Raymond JamesMumbai, Maharashtra, India, India
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Larry Michael Goeas
Colleague at Raymond JamesKaneohe, Hawaii, United States, United States
View →
HB
Helene Beloin
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
View →
RK
Rogale Kenneth
Colleague at Raymond JamesNorthville, Michigan, United States, United States
View →
MP
Mark P. Sullivan
Colleague at Raymond JamesColumbia, South Carolina, United States, United States
View →
AM
Alisha Marshall
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
View →
GF
Gary Franklin
Colleague at Raymond JamesSt Petersburg, Florida, United States, United States
View →
JJ
Jenny James
Colleague at Raymond JamesNew York, New York, United States, United States
View →
WB
Wyatt Bascom
Colleague at Raymond JamesColumbus, Ohio, United States, United States
View →
JP
Jared Perlman
Colleague at Raymond JamesMiami, Florida, United States, United States
View →
RS
Rehan Salmani
Colleague at Raymond JamesMumbai, Maharashtra, India, India
View →
2 education records
David Whaley education
Bachelor Of Music Ed, Music
Bethel University
Education record
University Of Minnesota Duluth
FAQ
Frequently asked questions about David Whaley
Quick answers generated from the profile data available on this page.
What company does David Whaley work for?
David Whaley works for Raymond James.
What is David Whaley's role at Raymond James?
David Whaley is listed as Division Manager, RIA and Custody Services at Raymond James.
What is David Whaley's email address?
AeroLeads has found 1 work email signal at @voya.com for David Whaley at Raymond James.
What is David Whaley's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for David Whaley at Raymond James.
Where is David Whaley based?
David Whaley is based in Dallas-Fort Worth Metroplex, United States, United States while working with Raymond James.
What companies has David Whaley worked for?
David Whaley has worked for Raymond James, Voya Financial, and The Whaley Company.
Who are David Whaley's colleagues at Raymond James?
David Whaley's colleagues at Raymond James include Larry Michael Goeas, Helene Beloin, Rogale Kenneth, Mark P. Sullivan, and Alisha Marshall.
How can I contact David Whaley?
You can use AeroLeads to view verified contact signals for David Whaley at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did David Whaley attend?
David Whaley holds Bachelor Of Music Ed, Music from Bethel University.
What skills is David Whaley known for?
David Whaley is listed with skills including Retirement, Finra, Sales Operations, Leadership, Retirement Planning, 401K, Recruiting, and Investments.
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