David Best
- Role
- Branch Manager, Managing Director - Investments at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Best
As a Financial Advisor I help a select group of individuals, families, businesses and…
Experience
Branch Manager, Managing Director - Investments
Sep 1996 — Present
I do more than provide investment advice to the average investor. As a Financial Advisor and Senior Vice President - Investments, I provide customized wealth management services to a select group of clients. I also was a Platinum Council recipient at Wells Fargo Advisors in 2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Education
Gardner-Webb University
Master of Business Administration (M.B.A.)
1993 — 1995
East Carolina University
Bachelor of Science (B.S.)
1979 — 1983
Skills
- Investment Strategies
- Fixed Income
- Insurance
- Investments
- Fixed Annuities
- 401k Planmimg
- Strategic Planning
- Financial Analysis
- Iras
- Finance
- Mutual Funds
- 401k Rollovers
- Retirement
- Securities
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