Financial Planner
Current
Feb 2010 - Present
AeroLeads people directory · profile
Russel David Email & Phone Number
Financial Analyst at Evans & Peck
at
United Planners Financial Services
1 work email found
@unitedplanners.com
1 phone found area 480
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Analyst at Evans & Peck
Location
New York, United States
Company size
Who is Russel David? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Russel David is listed as Financial Analyst at Evans & Peck at United Planners Financial Services, a with 174 employees, based in New York, United States. AeroLeads shows a work email signal at unitedplanners.com, phone signal with area code 480, and a matched LinkedIn profile for Russel David.
Russel David previously worked as Financial planner at United Planners Financial Services and Financial Analyst at Evans & Peck. Russel David holds Master'S Degree, Finance from State University Of New York At Albany.
Company email context
Email format at United Planners Financial Services
This section adds company-level context without repeating Russel David's masked contact details.
{first_initial}{last}@unitedplanners.com
89% confidence
AeroLeads found 1 current-domain work email signal for Russel David. Compare company email patterns before reaching out.
Profile bio
About Russel David
Professional, experienced, and diligent financial, management, and project expert. Proactive ability to exercise a common-sense financial approach while utilizing creative problem-solving techniques. Dedicated, diligent, and responsible employee that can formulate appropriate strategies while helping to meet organizational goals.
Listed skills include Finance, Financial Analysis, Financial Accounting, Financial Modeling, and 6 others.
Current workplace
Russel David's current company
Company context helps verify the profile and gives searchers a useful next step.
United Planners Financial Services
2 roles
Russel David work experience
A career timeline built from the work history available for this profile.
Financial Analyst
CurrentFinancial position: understanding what resources are available by looking at the net worth and cash flow of a householdAdequate protection: the analysis of how to protect a household from unforeseen risksTax planningInvestment and accumulation goalsRetirement planningEstate planning
Feb 2010 - Present
Team & coworkers
Colleagues at United Planners Financial Services
Other employees you can reach at unitedplanners.com. View company contacts for 174 employees →
CJ
Carol Joyce
Colleague at United Planners Financial ServicesCave Creek, Arizona, United States
View →
GS
Gretchin Scott, Ricp®
Colleague at United Planners Financial ServicesNorman, Oklahoma, United States
View →
PB
Philipp Ballmaier
Colleague at United Planners Financial ServicesMesa, Arizona, United States
View →
KH
Kevin Higdon
Colleague at United Planners Financial ServicesNashville, Tennessee, United States
View →
CQ
Christopher Quincy
Colleague at United Planners Financial ServicesScottsdale, Arizona, United States
View →
BW
Brandyn Wilson
Colleague at United Planners Financial ServicesPhoenix, Arizona, United States
View →
KB
Ken Brundage
Colleague at United Planners Financial ServicesPhoenix, Arizona, United States
View →
MT
Melissa Thurlow
Colleague at United Planners Financial ServicesWashington Dc-Baltimore Area, United States
View →
BT
Boyd Taylor Clu, Chfc, Cfs, Aif
Colleague at United Planners Financial ServicesMesa, Arizona, United States
View →
CA
Chris Arthur, Iaccp
Colleague at United Planners Financial ServicesCoralville, Iowa, United States
View →
Carol Joyce
Colleague at United Planners Financial ServicesCave Creek, Arizona, United States
View →
GS
Gretchin Scott, Ricp®
Colleague at United Planners Financial ServicesNorman, Oklahoma, United States
View →
PB
Philipp Ballmaier
Colleague at United Planners Financial ServicesMesa, Arizona, United States
View →
KH
Kevin Higdon
Colleague at United Planners Financial ServicesNashville, Tennessee, United States
View →
CQ
Christopher Quincy
Colleague at United Planners Financial ServicesScottsdale, Arizona, United States
View →
BW
Brandyn Wilson
Colleague at United Planners Financial ServicesPhoenix, Arizona, United States
View →
KB
Ken Brundage
Colleague at United Planners Financial ServicesPhoenix, Arizona, United States
View →
MT
Melissa Thurlow
Colleague at United Planners Financial ServicesWashington Dc-Baltimore Area, United States
View →
BT
Boyd Taylor Clu, Chfc, Cfs, Aif
Colleague at United Planners Financial ServicesMesa, Arizona, United States
View →
CA
Chris Arthur, Iaccp
Colleague at United Planners Financial ServicesCoralville, Iowa, United States
View →
1 education record
Russel David education
FAQ
Frequently asked questions about Russel David
Quick answers generated from the profile data available on this page.
What company does Russel David work for?
Russel David works for United Planners Financial Services.
What is Russel David's role at United Planners Financial Services?
Russel David is listed as Financial Analyst at Evans & Peck at United Planners Financial Services.
What is Russel David's email address?
AeroLeads has found 1 work email signal at @unitedplanners.com for Russel David at United Planners Financial Services.
What is Russel David's phone number?
AeroLeads has found 1 phone signal(s) with area code 480 for Russel David at United Planners Financial Services.
Where is Russel David based?
Russel David is based in New York, United States while working with United Planners Financial Services.
What companies has Russel David worked for?
Russel David has worked for United Planners Financial Services and Evans & Peck.
Who are Russel David's colleagues at United Planners Financial Services?
Russel David's colleagues at United Planners Financial Services include Carol Joyce, Gretchin Scott, Ricp®, Philipp Ballmaier, Kevin Higdon, and Christopher Quincy.
How can I contact Russel David?
You can use AeroLeads to view verified contact signals for Russel David at United Planners Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Russel David attend?
Russel David holds Master'S Degree, Finance from State University Of New York At Albany.
What skills is Russel David known for?
Russel David is listed with skills including Finance, Financial Analysis, Financial Accounting, Financial Modeling, Corporate Finance, Financial Risk, Managerial Finance, and Financial Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Russel David you were looking for.
View similar profiles
