Vice President And Cio
Current
Jan 1998 - Present
AeroLeads people directory · profile
David L. Maurice, Mdiv., Cfp® Email & Phone Number
Vice President and CIO at WorthWhile Wealth Council
at
WorthWhile Wealth Council
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President and CIO at WorthWhile Wealth Council
Location
Johnson City-Kingsport-Bristol Area, United States, United States
Who is David L. Maurice, Mdiv., Cfp®? Overview
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Quick answer
David L. Maurice, Mdiv., Cfp® is listed as Vice President and CIO at WorthWhile Wealth Council at WorthWhile Wealth Council, based in Johnson City-Kingsport-Bristol Area, United States, United States. AeroLeads shows a matched LinkedIn profile for David L. Maurice, Mdiv., Cfp®.
David L. Maurice, Mdiv., Cfp® previously worked as Vice President and CIO at Worthwhile Wealth Council and Affiliate Member at Art - The Angel Roundtable. David L. Maurice, Mdiv., Cfp® holds Completed Registered Life Planner® (Rlp®) Curriculum, Life Planning Presentation Training Graduate., Seven Stages Of Money Maturity And Evoke Method Of Financial Life Planning from Kinder Institute Of Life Planning.
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Email format at WorthWhile Wealth Council
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WorthWhile Wealth Council
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Profile bio
About David L. Maurice, Mdiv., Cfp®
Fee-only, Certified Financial Planner™ professional. Co-founder WorthWhile Wealth Council (Formerly, CMW Wealth Advisors) - an independent Registered Investment Adviser firm. Passionate about authentic financial education for clients. Nothing is more satisfying than to see people with the confidence to stick with their strategy when it counts most. There is a very special moment when people recognize that their personal success depends on common sense, an understanding of human nature and useful information. This moment nearly always transforms their confidence into a compelling force for achieving greater financial security than most imagine possible. This result in working with clients is my greatest passion.
Current workplace
David L. Maurice, Mdiv., Cfp®'s current company
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2 roles · 12 years
David L. Maurice, Mdiv., Cfp® work experience
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Affiliate Member
Current
Art - The Angel Roundtable
The Angel Roundtable is a select network of successful entrepreneurs, investors and community and business leaders in the NE Tennessee / SW Virginia region, which provides investment capital, strategic advice and mentoring to late seed and early-stage companies, since August, 2012.
2014 - Present
~12 yrs 5 mos
6 education records
David L. Maurice, Mdiv., Cfp® education
Completed Registered Life Planner® (Rlp®) Curriculum, Life Planning Presentation Training Graduate., Seven Stages Of Money Maturity And Evoke Method Of Financial Life Planning
Kinder Institute Of Life Planning
Professional, Financial Planning Process, Risk Management, Investments, Retirement, Income Tax, Estate Planning
College For Certified Financial Planning
1 Unit - Cpe Supervised Internship, Chaplain Internship - Campus Ministry, 1 Unit - Chaplain Internship - University Of Kentucky Campus Ministry
Clinical Pastoral Education
Master Of Divinity (M.Div.), Church History/Comparative Religion
Emmanuel School Of Religion
Bs, Human Relations/Religion
Diploma, High School
Woodrow Wilson High School
FAQ
Frequently asked questions about David L. Maurice, Mdiv., Cfp®
Quick answers generated from the profile data available on this page.
What company does David L. Maurice, Mdiv., Cfp® work for?
David L. Maurice, Mdiv., Cfp® works for WorthWhile Wealth Council.
What is David L. Maurice, Mdiv., Cfp®'s role at WorthWhile Wealth Council?
David L. Maurice, Mdiv., Cfp® is listed as Vice President and CIO at WorthWhile Wealth Council at WorthWhile Wealth Council.
Where is David L. Maurice, Mdiv., Cfp® based?
David L. Maurice, Mdiv., Cfp® is based in Johnson City-Kingsport-Bristol Area, United States, United States while working with WorthWhile Wealth Council.
What companies has David L. Maurice, Mdiv., Cfp® worked for?
David L. Maurice, Mdiv., Cfp® has worked for Worthwhile Wealth Council and Art - The Angel Roundtable.
How can I contact David L. Maurice, Mdiv., Cfp®?
You can use AeroLeads to view verified contact signals for David L. Maurice, Mdiv., Cfp® at WorthWhile Wealth Council, including work email, phone, and LinkedIn data when available.
What schools did David L. Maurice, Mdiv., Cfp® attend?
David L. Maurice, Mdiv., Cfp® holds Completed Registered Life Planner® (Rlp®) Curriculum, Life Planning Presentation Training Graduate., Seven Stages Of Money Maturity And Evoke Method Of Financial Life Planning from Kinder Institute Of Life Planning.
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