David E. Elwood, CFP ®, CRPC ®

David E. Elwood, CFP ®, CRPC ®

Partner, Managing Director, Wealth Manager

David business experience:

Steward Partners Global Advisory

Partner, Managing Director & Wealth Manager

Morristown, NJ

May 2018 – Present

 

Wells Fargo Advisors

Senior Vice President – Investment Officer

Florham Park, NJ

April 2009 – May 2018

 

 

Smith Barney

CERTIFIED FINANCIAL PLANNER Professional

Morristown, NJ

May 1998- April 2009

 

Paine Webber

Investment Executive

Morristown, NJ

May 1995 – May 1998

 

David education and licensing:

Syracuse University – Martin J. Whitman School of Management

Bachelor of Science 1988 – 1992

 

Kaplan University

Financial Planning Certificate, Financial Planning and Services

2006 – 2007

 

CERTIFIED FINANCIAL PLANNERProfessional

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Chartered Retirement Planning Counselor

Series 7, 31, 52, 63 & 65 Licensed

Life, Health, Annuity and Long Term Care Licensed

Phone 973-805-3564
Fax 973-805-3570