David Stubbs

David Stubbs Email and Phone Number

Wealth Management Advisor at Stubbs Financial Services @ Stubbs Financial Services
smithfield, north carolina, united states
David Stubbs's Location
Raleigh-Durham-Chapel Hill Area, United States
David Stubbs's Contact Details
About David Stubbs

Contact me at 919-934-0627 or jdavidstubbs@me.comDo you: ✔ Want to Preserve Your Wealth?✔ Need help Mitigating Your Taxes?✔ Want to take care of Your Heirs, making sure that Your Assets are not Unjustly Taken?✔ Want to Create a Plan for Charitable Giving?If so, I offer a solution.I help my clients maximize the wealth outside of their business so they can achieve all of their financial goals such as retirement and generational wealth transfer. My entire career has been spent helping others.NEXT STEP:If you’d like to schedule a Complimentary Financial Health Discovery Session or, depending on your current financial situation, would like to receive a Complimentary 2nd Opinion please contact me at 919-934-0627, dstubbs@stubbsfs.com or easily see my real-time availability and schedule time with me at https://calendly.com/dstubbs.Long-term relationships that encourage open and honest communication are the cornerstone of my success.

David Stubbs's Current Company Details
Stubbs Financial Services

Stubbs Financial Services

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Wealth Management Advisor at Stubbs Financial Services
smithfield, north carolina, united states
Employees:
2
David Stubbs Work Experience Details
  • Stubbs Financial Services
    Wealth Management Advisor At Stubbs Financial Services
    Stubbs Financial Services Nov 2012 - Present
    Contact me at 919-934-0627 or dstubbs@stubbsfs.comMy first priority is to help you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals and understand your tolerance for risk. I help my clients maximize their wealth outside of their business so they can achieve all of their financial goals such as retirement and generational wealth transfer. My entire career has been spent helping others.NEXT STEP:If you’d like to schedule a Complimentary Financial Health Discovery Session or, depending on your current financial situation, would like to receive a Complimentary 2nd Opinion please contact me at 919-934-0627, dstubbs@stubbsfs.com or easily see my real-time availability and schedule time with me at https://calendly.com/dstubbs.Long-term relationships that encourage open and honest communication are the cornerstone of my success.
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Aug 2005 - Nov 2012
    Raleigh-Durham, North Carolina Area
    I specialized in building long-term relationships with my clients and was based in the Triangle region of North Carolina. My team and I guided clients to maximize investment return given their specific situation, life goals and tolerance for risk.The key to my successful business partnerships was and still is mutual trust, integrity and expertise. I provide investors with comprehensive solutions to their wealth accumulation, management and preservation.I’m still seen as an expert in wealth transfer concerns and management that are executed in the most tax-efficient and economical manner.
    View
  • Legg Mason
    Financial Advisor
    Legg Mason 1989 - 2005
    Raleigh-Durham, North Carolina Area
    View
  • Carolina Securities
    Financial Advisor
    Carolina Securities 1982 - 1989
    Raleigh, Nc

David Stubbs Skills

Investments Finance Financial Services Financial Planning Wealth Management Retirement Planning Management Insurance Retirement Portfolio Management Financial Analysis Equities Strategic Planning Public Speaking Asset Management Customer Service Wealth Wealth Accumulation

David Stubbs Education Details

Frequently Asked Questions about David Stubbs

What company does David Stubbs work for?

David Stubbs works for Stubbs Financial Services

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

David Stubbs's current role is Wealth Management Advisor at Stubbs Financial Services.

What is David Stubbs's email address?

David Stubbs's email address is jdavidstubbs@me.com

What is David Stubbs's direct phone number?

David Stubbs's direct phone number is +180139*****

What schools did David Stubbs attend?

David Stubbs attended University Of North Carolina At Chapel Hill, Duke University.

What skills is David Stubbs known for?

David Stubbs has skills like Investments, Finance, Financial Services, Financial Planning, Wealth Management, Retirement Planning, Management, Insurance, Retirement, Portfolio Management, Financial Analysis, Equities.

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