David Dennerll
Senior Vice President / Wealth Management, Financial Advisor
- Role
- Senior Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Dennerll
I advise a select group of very successful corporate executives and entrepreneurs who…
Experience
Senior Vice President Wealth Management, Financial Advisor
Nov 2024 — Present · Cincinnati, OH, US
Skills
- Employee Stock Options
- Financial Advisory
- Roth Ira
- Leadership
- Tax Planning
- Series 7
- Portfolio Management
- Estate Planning
- Diversification
- Retirement
- Medicare
- Investments
- Small Business
- Non-Qualified Deferred Compensation
- 401k Rollovers
- Investment Advisory
- Mutual Funds
- Risk Management
- Strategic Planning
- Management
- Financial Services
- Social Security
- Fiduciary
- Finance
- Healthcare
- Wealth Management
- Retirement Planning
- Pensions
- Affordable Care Act
- Etfs
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