David E. Trimble
Financial Consultant at Equitable Advisors / MainStreet Financial Services
- Role
- Financial Consultant at Equitable Advisors
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David E. Trimble
As a financial consultant, I work with clients to build their financial futures, manage…
Experience
Financial Consultant
Jan 2020 — Present
Education
The Wharton School
Certificate in Retirement Planning, At Retirement Wharton Program
2014 — 2014
Loyola University Chicago School of Law
J.D.
2004 — 2007
University of Michigan
B.A., Economics
2000 — 2004
Skills
- Insurance Strategies
- Financial Services
- Investment Advisory Services
- Income Protection Strategies
- Tax-Deferred Investment Planning
- Long-Term Care Planning Strategies
- Risk Management
- Estate Conservation Strategies
- Estate Planning Strategies
- Business Succession Strategies
- Pension Distribution Planning
- Ira Rollover Strategies
- Public Speaking
- Ira Distribution Planning
- Retirement Planning
- Wealth Management Strategies
- Strategic Partnerships
- 401(K) Distribution Planning
- College Planning Strategies
- Asset Allocation Strategies
- Life, Accident and Heath Insurance
- Financial Planning
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.