David Farrell

About David Farrell

At 49 Financial, we believe that \"Two are better than one\"—success is built through trust, collaboration, and a shared commitment to something greater than ourselves. Through intentional mentorship, hands-on coaching, and leadership development, we empower teams to pursue excellence, build authentic relationships with clients, and lead others out of gratitude.As the head of our advisor growth, I am dedicated to attracting, developing, and equipping the next generation of leaders in financial services. Partnering with our executive team and VP\'s across the country, I help create opportunities for teams to grow, lead, and make a lasting impact.Our mission is to \"Revolutionize Finance Together,\" and that starts with a culture where people are valued, supported, and challenged to reach their full potential. I’m passionate about fostering an environment where leaders are developed, opportunities are created, and careers are transformed. If you\'re looking to grow, lead, and make a meaningful impact, let’s connect!

Experience

1. Executive Vice President of Advisor Development

   49 Financial

   Jan 2025 — Present · Austin, TX, US

Education

• Texas A&M University

  Bachelor's Degree

Skills

• Financial Planning
• Financial Analysis
• Executive Benefit Strategies
• Financial Strategy
• Investment Strategies
• Customer Service
• Leadership Development
• Risk Management
• Retirement Specialist
• Business Strategy
• Insurance Strategy
• Estate Planning
• Public Speaking
• Finance