David Turner
Investment Advisor at Apollon Wealth Management
- Role
- Advisor at Apollon Wealth Management, LLC
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About David Turner
Since joining Cascade in 1998, Dave has focused his efforts on developing a consultative, advisory approach to helping clients take control of their financial independence. Dave and his team position themselves as the personal chief financial officer for their clients, coordinating the investment management, estate planning, tax planning and risk management elements of a client\'s situation in such a manner to maximize the efficiencies of the overall plan. In his tenure with Cascade, Dave began in the role of advisor, led the firm as its President from 2001 through 2009, and has subsequently assumed the role of Chief Executive Officer. In this position his focus is on pooling the network of wealth management resources Cascade has developed for the benefit of our clients, and integrating of our strategic alliance efforts with other wealth management professionals.
Experience
Advisor
Apollon Wealth Management, LLC
Feb 2023 — Present · Denver, CO
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