David Jenkins

David Jenkins Email and Phone Number

President and Wealth Adviser @ Trestle Wealth Advisory
Duluth, GA, US
David Jenkins's Location
Duluth, Georgia, United States, United States
David Jenkins's Contact Details
About David Jenkins

I joined Elevate Wealth as a Wealth Adviser in January of 2015 after earning a Bachelor of Business Administration degree in Economics from the Terry College of Business at the University of Georgia. My principle areas of focus were Industrial Firm Organization and Macroeconomics. I hold the Uniform Investment Advisor Law (Series 65) registration and am a member of the American Economic Association.As an economist, I am constantly striving for efficiency and carry this principle over to my investment strategy. I construct comprehensive financial solutions for clients seeking to grow and preserve their assets in a tax efficient manner. I aim to understand the unique challenges facing each client as they plan for their future and welcome the opportunity to help others live the life they have envisioned, whether they are just getting started or closing in on retirement.Considering myself a lifetime learner, I strive to stay updated on developments in investment research, financial markets, and the global economy. Have you ever heard the old adage, "knowledge is power?" Well Wall Street certainly abides by this principle as they designed the financial world to be overly difficult to understand. Because "knowledge is power," I believe that client education is key to a successful investing experience and enjoy helping clients learn throughout our investing process.

David Jenkins's Current Company Details
Trestle Wealth Advisory

Trestle Wealth Advisory

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President and Wealth Adviser
Duluth, GA, US
Employees:
1
David Jenkins Work Experience Details
  • Trestle Wealth Advisory
    President And Wealth Adviser
    Trestle Wealth Advisory
    Duluth, Ga, Us
  • Trestle Wealth Advisory
    President & Wealth Adviser
    Trestle Wealth Advisory Apr 2024 - Present
    Duluth, Georgia, United States
    Bridging the gap between your today and tomorrow. Boutique Financial Planning for modern times.
  • Elevate Wealth Advisory
    Wealth Adviser
    Elevate Wealth Advisory Jan 2015 - Mar 2024
    Athens, Ga
    As a Wealth Adviser, I create customized financial plans for clients by analyzing their current situation, researching investment options, and then coordinating the plan's implementation. By developing close working relationships with my clients, I am able to gain a better understanding of their values, goals, and fears. This leads to a better overall experience as I continuously monitor their accounts in light of their financial goals and life situation. Elevate Wealth Advisory, Inc. (formerly Vickery Financial Services, Inc.) is a fee-only, independent SEC-Registered Investment Adviser which has been helping people plan for retirement for over 35 years. In addition to investments and money management, we specialize in areas of advanced wealth management planning that are often overlooked by others. These areas include, but are not limited to: tax mitigation, wealth protection, social security maximization, income distribution strategies, and retirement planning.Believing that collaboration fosters both growth and new ideas, the process at Elevate Wealth is truly a team effort as we work to ensure our clients' long-term success.
  • Daktronics
    Audio Engineer
    Daktronics Sep 2014 - May 2016
    Athens, Ga
    As a member of the control-room production team, I worked under the direction of producers for ESPN and the SEC Network on live broadcasts for a range of sporting events at the University of Georgia.Our work on the 2015 NCAA Regional Softball Tournament was featured on linear television.
  • Athens Light And Sound
    Owner
    Athens Light And Sound Feb 2010 - Jan 2015
    Athens, Georgia Area
    Founded and managed a production company that has provided professional lighting and sound solutions for over 70 corporate and private events. Regular communication with clients, event planners, and venue managers in the organizing and execution of events. Performed as the Disc-Jockey for diverse types of events such as weddings, retirement parties, charity fundraisers, company outings, and student organizations.
  • The Aroundcampus Group
    Outside Sales Representative
    The Aroundcampus Group May 2014 - Sep 2014
    Gainesville, Ga
    Sold $34,225 (national average $12,000), ranking 13th in total sales nationwide out of over 700 interns. Registered the highest average sale amount in the Southeast region at $1,426 per sale. Visited 30-40 businesses daily while managing a territory, prospecting, building client relationships, handling renewal accounts, and closing the sale. Assisted local, regional, and national businesses accomplish their advertising and marketing objectives through both print and digital platforms.
  • Manor
    Production Manager & Lighting Director
    Manor May 2011 - Jan 2014
    Athens, Georgia Area
    As Lighting Director, my main duty was the operation of the light show during concerts and live events. Lead a project which included the design, programming, and implementation of an entirely new venue lighting system. Trained and evaluated new and potential production employees as the Production Manager. Also responsible for dealing with artists, tour managers, and event managers during concerts and special events.

David Jenkins Skills

Financial Planning Wealth Management Leadership Investment Management Retirement Planning Social Security Strategies Microsoft Excel Marketing Sales Public Speaking Advertising Asset Allocation Investment Strategies Portfolio Management Advertising Sales Sound Music Music Production Pro Tools Live Events Recording Audio Engineering Tax Advantaged Investment Strategies Studio Recording Logic Pro Composition Sound Design Audio Editing Social Media Social Media Marketing Microsoft Office Microsoft Word Bands Powerpoint Customer Service Investment Advisory Fixed Income Retirement Social Networking Investments

David Jenkins Education Details

Frequently Asked Questions about David Jenkins

What company does David Jenkins work for?

David Jenkins works for Trestle Wealth Advisory

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

David Jenkins's current role is President and Wealth Adviser.

What is David Jenkins's email address?

David Jenkins's email address is da****@****ial.com

What is David Jenkins's direct phone number?

David Jenkins's direct phone number is +170620*****

What schools did David Jenkins attend?

David Jenkins attended University Of Georgia - Terry College Of Business.

What skills is David Jenkins known for?

David Jenkins has skills like Financial Planning, Wealth Management, Leadership, Investment Management, Retirement Planning, Social Security Strategies, Microsoft Excel, Marketing, Sales, Public Speaking, Advertising, Asset Allocation.

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