ADVISOR BIO

David Grant Wilkinson is a financial advisor with Fidelity Personal And Workplace Advisors. David has been in the financial industry since 2014. David is licensed in 54 states and has passed numerous financial industry exams. David specializes in providing financial advice to individuals, high-net-worth individuals, and corporations. David is also registered as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

David Lucas is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial industry since 2021. David works with a range of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. David offers a variety of financial services including portfolio management, selection of other advisors, and educational seminars. David's previous experience includes positions with LPL Financial LLC, Goldman Sachs & Co. LLC, and Griffin Capital Securities, LLC.

SPECIALIZATIONS

ADVISOR BIO

David Allan Pauole is a registered investment advisor representative with Morgan Stanley. David has been in the industry for 2 years and is licensed in Arizona and Texas. David is also a licensed investment advisor in Arizona and Texas. David's areas of expertise include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. David also provides portfolio management services for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

David Evan Nuttall is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative at Stoker Ostler, A Part OF BMO Financial Group. David has been in the industry since January 2015. David is registered in Arizona and has a specializations in Financial Planning, Portfolio Management, and Retirement Planning. David is associated with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler, A Part OF BMO Financial Group is located in Scottsdale, Arizona.

SPECIALIZATIONS

ADVISOR BIO

David Warren is a financial advisor with Morgan Stanley. David is a registered representative with FINRA and is licensed in 53 states. David has been working in the financial industry since June 2022. David holds Series 63 and Series 66 licenses and has completed the Series 7TO and SIE exams. Prior to joining Morgan Stanley, David worked for Vanguard Marketing Corporation. David is committed to providing his clients with personalized financial advice and guidance. David's specialties include financial planning, portfolio management, and investment strategies.

SPECIALIZATIONS

ADVISOR BIO

David Moore is a registered representative with Park Avenue Securities LLC. David is located in Scottsdale, Arizona. David has 2 product exams: the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). David has over 10 years of experience in the financial services industry. David has been a registered representative with Park Avenue Securities LLC since August 2024. In addition to David's work as a registered representative, David is also a bartender at the Keg Steakhouse in Phoenix, Arizona.

SPECIALIZATIONS

ADVISOR BIO

David Michael Fischer is a financial advisor with Morgan Stanley in GILBERT, AZ. David has been in the financial services industry since February 2013. David holds licenses in 53 states and the District of Columbia. David holds Series 7TO, Series 66, and SIE exams. David specializes in providing financial advice to individuals, businesses, and investment companies. David also offers financial planning services, asset allocation advice, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

David Earl Hendershott is a financial advisor with Brookwood Investment Group. David has been in the financial services industry since 1979. David has experience providing financial planning, investment advisory services, and pension consulting to individuals, corporations and other businesses. David also provides investment advisory services to clients through his affiliation with Belpointe Asset Management. David is registered in California as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

David J Smith is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Tucson, Arizona. David Smith is a Registered Representative and Investment Advisor Representative. David Smith has been in the industry for over 10 years and specializes in a variety of areas including retirement planning, investment management, and financial planning. David Smith is committed to providing personalized financial advice to help individuals achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

David Heymann is an investment advisor representative registered with Trek Financial and holds the Series 7 and 66 licenses. David has been in the financial industry since 2004. David has previously worked with FIRST ALLIED SECURITIES, INC. , CAMBRIDGE INVESTMENT RESEARCH, INC. , MULTI-FINANCIAL SECURITIES CORPORATION and QUESTAR CAPITAL CORPORATION. David focuses on financial planning, pension consulting and portfolio management for individuals. David is also a managing member of TBH, LLC and a board member of Affisio, LLC. David is based in Phoenix, AZ.

SPECIALIZATIONS