David Givler
Senior Wealth Advisor
- Role
- Senior Wealth Advisor at Mariner
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
About David Givler
Experienced wealth advisor focused on providing individuals, families and organizations with personalized wealth advice to help them meet their goals. I design 360° wealth management plans for clients that include estate planning, insurance solutions, tax strategies, investments and retirement solutions. I am a CERTIFIED FINANCIAL PLANNER™ professional with more than 7 years-experience in the industry.
Experience
Senior Wealth Advisor
Jul 2022 — Present
As asenior wealth advisorat Mariner Wealth Advisors, I listen to what’s important to my clients and then develop a 360° wealth plan to help them achieve their goals. At Mariner Wealth Advisors, we are committed to putting your interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time.
Education
Moravian University
B.A., Economics
2011 — 2015
Skills
- Sales
- Public Speaking
- Research
- Communication
- Powerpoint
- Microsoft Excel
- Economics
- Higher Education
- Teamwork
- Sports
- Teaching
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