David A. Schneider Cfp® Email & Phone Number

With in-depth financial planning, wealth, asset and investment management knowledge, I provide comprehensive financial planning solutions to small business owners, professionals, corporate executives and professional athletes.© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s), go to:https://advisor.morganstanley.com/the-mountain-spring-group

My practice focused on providing financial planning and investment management solutions for senior executives, professionals and small business owners. My team develops a thorough understanding of each client’s needs in an effort to implement a long-term strategy that exceeds their expectations.

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Provided research and proprietary portfolio ideas to 30+ Institutional accounts; Serviced and grew middle-market accounts 3x; Supported conferences and other marketing events, securing meetings with PMs and senior analysts while working closely with analysts and traders.

Education record

Education record