M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

David Cfp

Partner
Raymond James
United States
LinkedIn profile link

Bio

David Cfp is a Partner at Raymond James, based in the United States. He has been with the firm since August 2015, contributing significantly to its wealth management strategies. Prior to joining Raymond James, David served as a Financial Consultant at AXA Advisors from January 2003 to January 2015. He began his career in financial services at John Hancock Financial Services, where he worked as a Financial Consultant from January 2001 to January 2003. David's extensive experience in financial consulting and wealth management has made him a valuable asset to his clients and colleagues at Raymond James.

Tags

Wealth Management
Financial Services
Investment Management
Insurance
Consulting

Experience

Investpro Wealth Strategies, LLC
Partner
2015-08-01
AXA Advisors
Financial Consultant
2003-01-01
2015-01-01

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