David Sattler

Financial Advisor, Raymond James Financial Services/Managing Director NWQ Wealth Partners

Role
Financial Advisor at Raymond James
Location
Toledo, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Sattler

NWQ Wealth Partners, LLC. 6012 Renaissance Place, Suites A/B Toledo, OH…

Experience

  1. Financial Advisor

    Raymond James

    Jun 2009 — Present

Education

  • The University of Toledo

    BA, Communications

    1986 — 1990

Skills

  • Wealth Management
  • Securities
  • Estate Planning
  • Financial Advisory
  • Uniform Combined State Law
  • Financial Planning
  • Wealth
  • Retirement
  • Strategic Financial Planning
  • Iras
  • Retirement Planning
  • Asset Allocation
  • Mutual Funds
  • Investment Advisory
  • 401k
  • Investments

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David Sattler — Financial Advisor at Raymond James in Toledo, OH, US | Unifers