David Turner

Investment Advisor at Apollon Wealth Management

Role
Advisor at Apollon Wealth Management, LLC
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Advisor

    Apollon Wealth Management, LLC

    Feb 2023 — Present · Denver, CO

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

David Turner — Advisor at Apollon Wealth Management, LLC in Denver, CO, US | Unifers