David W. Trammell
Financial Advisor @First Command Financial Services, Inc.
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WORK HISTORY
Financial Advisor @First Command Financial Services, Inc.
First Command is a financial services firm focused on the comprehensive financial planning aspirations of individuals and families. Financial Services include- Holistic Financial Planning- Retirement Income Planning- Investment Advisory Services- Asset Management and Strategies- Insurance Solutions and Risk Management
EDUCATION
Webster University
MA, Computer Resources & Information Management
SMU Cox School of Business
Graduate Marketing Certificate (One-Year Program)
East Texas A&M University
BS, Computer Information Systems
SKILLS
ABOUT DAVID W. TRAMMELL
Financial Advisory Mission: Inspire and enable individuals and families in North Texas to pursue their financial goals by orchestrating a holistic financial plan and blueprint.I seek to form trusting, long-term relationships with clients, serving as their personal financial coach by:1. Helping them set specific and meaningful goals that are aligned with their values2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4. Making strategic adjustments in their plan as their circumstances and goals evolve over time
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