David Satterwhite
Working with families and professionals to optimize their finances, streamline their cash flow, and be a trusted source for advice.
- Role
- Financial Advisor at Consolidated Planning, Inc.
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About David Satterwhite
I work with professionals, families, and retirees to help them make informed financial…
Experience
Financial Advisor
Jul 2015 — Present · Winston-Salem, NC, US
I work with clients of all ages to help them establish financial balance in their lives and to help them achieve maximum efficiency with their resources. I help clients develop strategies to meet their desired lifestyle and minimize exposure to potential dangers and risk. I focus on helping my clients establish their goals and values in life, and then use their financial resources to attain those goals. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 70••••••07. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Education
The University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), American History (United States)
2011 — 2015
Skills
- History
- Leadership
- Sports
- Microsoft Excel
- Marketing
- Teamwork
- Community Outreach
- Group Work
- Social Networking
- Communication
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