David Jenkins Email & Phone Number
@vickeryfinancial.com
2 phones found area 706
LinkedIn matched
Who is David Jenkins? Overview
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David Jenkins is listed as President and Wealth Adviser at Trestle Wealth Advisory, a with 1 employees, based in Duluth, Georgia, United States. AeroLeads shows a work email signal at vickeryfinancial.com, phone signal with area code 706, and a matched LinkedIn profile for David Jenkins.
David Jenkins previously worked as President & Wealth Adviser at Trestle Wealth Advisory and Wealth Adviser at Elevate Wealth Advisory. David Jenkins holds Bachelor Of Business Administration (B.B.A.), Economics from University Of Georgia - Terry College Of Business.
Email format at Trestle Wealth Advisory
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AeroLeads found 1 current-domain work email signal for David Jenkins. Compare company email patterns before reaching out.
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.
Listed skills include Financial Planning, Wealth Management, Leadership, Investment Management, and 36 others.
David Jenkins's current company
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David Jenkins work experience
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President & Wealth Adviser
Bridging the gap between your today and tomorrow. Boutique Financial Planning for modern times.
Wealth Adviser
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.
Audio Engineer
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.
Owner
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.
Outside Sales Representative
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.
Production Manager & Lighting Director
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 education
Frequently asked questions about David Jenkins
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What company does David Jenkins work for?
David Jenkins works for Trestle Wealth Advisory.
What is David Jenkins's role at Trestle Wealth Advisory?
David Jenkins is listed as President and Wealth Adviser at Trestle Wealth Advisory.
What is David Jenkins's email address?
AeroLeads has found 1 work email signal at @vickeryfinancial.com for David Jenkins at Trestle Wealth Advisory.
What is David Jenkins's phone number?
AeroLeads has found 2 phone signal(s) with area code 706 for David Jenkins at Trestle Wealth Advisory.
Where is David Jenkins based?
David Jenkins is based in Duluth, Georgia, United States while working with Trestle Wealth Advisory.
What companies has David Jenkins worked for?
David Jenkins has worked for Trestle Wealth Advisory, Elevate Wealth Advisory, Daktronics, Athens Light And Sound, and The Aroundcampus Group.
How can I contact David Jenkins?
You can use AeroLeads to view verified contact signals for David Jenkins at Trestle Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did David Jenkins attend?
David Jenkins holds Bachelor Of Business Administration (B.B.A.), Economics from University Of Georgia - Terry College Of Business.
What skills is David Jenkins known for?
David Jenkins is listed with skills including Financial Planning, Wealth Management, Leadership, Investment Management, Retirement Planning, Social Security Strategies, Microsoft Excel, and Marketing.
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