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David Hooper, Cfa Email & Phone Number

Partner | Wealth Manager at Kingsview Partners at Kingsview Partners
Location: Seattle, Washington, United States 8 work roles 2 schools
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Current company
Kingsview Partners
Role
Partner | Wealth Manager at Kingsview Partners
Location
Seattle, Washington, United States
Company size
70 employees

Who is David Hooper, Cfa? Overview

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Quick answer

David Hooper, Cfa is listed as Partner | Wealth Manager at Kingsview Partners at Kingsview Partners, a company with 70 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for David Hooper, Cfa.

David Hooper, Cfa previously worked as Partner | Wealth Manager at Kingsview Partners and Financial Advisor at Wells Fargo Advisors. David Hooper, Cfa holds Master Of Business Administration (Mba), Finance, General from University Of Washington, Michael G. Foster School Of Business.

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Kingsview Partners

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Profile bio

About David Hooper, Cfa

Bringing over 20 years of industry experience to his clients, Wealth Manager and Partner David Hooper operates his independent practice at Kingsview Partners in Seattle, Washington. Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Hooper loves the ability to help people and to be a positive influence in their lives. He greatly enjoys building long term relationships with his clients, giving them the assurance that they have someone looking out for their best interests. Reminding clients, “life is too short not to trust your advisor,” David often goes beyond their finances to help provide additional planning resources.Operating under a fiduciary standard along with Kingsview’s multi-custodian, fee-based platform, David has the freedom to truly provide comprehensive client centric strategies and services. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.

Current workplace

David Hooper, Cfa's current company

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Kingsview Partners
Kingsview Partners
Partner | Wealth Manager at Kingsview Partners
grants pass, oregon, united states
Website
kingsviewam.com
Employees
70
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8 roles

David Hooper, Cfa work experience

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

Partner | Wealth Manager

Current
Kingsview Partners

Greater Seattle Area

Dec 2019 - Present

Financial Advisor

Wells Fargo Advisors

Seattle, WA

My role is to help each of my clients plan for a financial future in a way that best meets his or her goals.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE.

Oct 2012 - Dec 2019

Market Growth & Development Manager

Wells Fargo Advisors

Managed a team of consultants to drive Investment & Fiduciary Services business. Partnered with relationship managers, product management and local leadership to create and drive segment specific business development strategies. Led portfolio analysis of prospective client accounts resulting in additional wealth management business.

Oct 2010 - Oct 2012

Market Growth & Development Consultant

Wells Fargo Advisors

Strategic business development for Investment & Fiduciary Services within Wells Fargo Wealth Management Group. Created and implemented sales plans to drive additional revenue. Ran portfolio analysis for Wells Fargo Wealth Management clients. Portfolios focused on after-tax risk adjusted rate of return.

Aug 2008 - Oct 2010

Fixed Income Sales Specialist

Wells Fargo Advisors

Fixed Income Sales Specialist

Aug 2004 - Apr 2008

Senior Municipal Bond Broker

Butler, Larsen Pierce & Company

Seattle, WA

Partnered with institutional municipal bond trading desks to provide sales ideas, bond valuation and trade execution.

Jan 2002 - Sep 2002

Senior Fixed Income Trader

Charles Schwab

San Francisco, CA

Managed $20MM in California municipal bond inventory to be utilized by the Charles Schwab retail sales department.

Jun 1999 - Aug 2001

Municipal Bond Broker

Titus & Donnelly, Llc

San Francisco Bay Area

Worked on municipal bond bid wanted desk. Responsible for retail trade execution.

Jun 1996 - Jun 1999
Team & coworkers

Colleagues at Kingsview Partners

Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →

KM Kolby Madsen Kolby Madsen Colleague at Kingsview Partners Greensboro, North Carolina, United States, United States View → LC Lacie Clark Lacie Clark Colleague at Kingsview Partners New York City Metropolitan Area, United States View → MH Misty House Misty House Colleague at Kingsview Partners Rogue River, Oregon, United States, United States View → HP Heather Ponsano, Dba Heather Ponsano, Dba Colleague at Kingsview Partners Eureka, California, United States, United States View → CK Chris Kramer Chris Kramer Colleague at Kingsview Partners Detroit Metropolitan Area, United States View → SS Scott Stephens Scott Stephens Colleague at Kingsview Partners San Angelo Area, United States View → AP Austin Pica Austin Pica Colleague at Kingsview Partners Fairfield, Connecticut, United States, United States View → JC Jennifer C. Jennifer C. Colleague at Kingsview Partners Lebanon, Indiana, United States, United States View → BD Buff Dormeier, Cmt Buff Dormeier, Cmt Colleague at Kingsview Partners Greater Fort Wayne, United States View → LJ Levi Johnston Levi Johnston Colleague at Kingsview Partners Amherst, Virginia, United States, United States View →
2 education records

David Hooper, Cfa education

Bachelor Of Arts (Ba), Political Science And Government

Middlebury College

Activities and Societies: Varsity Football and Lacrosse Teams. Delta Upsilon Fraternity.

FAQ

Frequently asked questions about David Hooper, Cfa

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

What company does David Hooper, Cfa work for?

David Hooper, Cfa works for Kingsview Partners.

What is David Hooper, Cfa's role at Kingsview Partners?

David Hooper, Cfa is listed as Partner | Wealth Manager at Kingsview Partners at Kingsview Partners.

Where is David Hooper, Cfa based?

David Hooper, Cfa is based in Seattle, Washington, United States while working with Kingsview Partners.

What companies has David Hooper, Cfa worked for?

David Hooper, Cfa has worked for Kingsview Partners, Wells Fargo Advisors, Butler, Larsen Pierce & Company, Charles Schwab, and Titus & Donnelly, Llc.

Who are David Hooper, Cfa's colleagues at Kingsview Partners?

David Hooper, Cfa's colleagues at Kingsview Partners include Kolby Madsen, Lacie Clark, Misty House, Heather Ponsano, Dba, and Chris Kramer.

How can I contact David Hooper, Cfa?

You can use AeroLeads to view verified contact signals for David Hooper, Cfa at Kingsview Partners, including work email, phone, and LinkedIn data when available.

What schools did David Hooper, Cfa attend?

David Hooper, Cfa holds Master Of Business Administration (Mba), Finance, General from University Of Washington, Michael G. Foster School Of Business.

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