David M Voth
Financial Advisor, Relationship Manager, Financial Planner, CFP
- Role
- Personal Financial Consultant at Magellan Federal
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David M Voth
Top performer. Achieving high Net Promoter Scores, aggregating additional assets, and minimizing redemptions and client terminations. I have years of experience at Empower, Vanguard, and TIAA-CREF using a consultative sales approach to discover needs, prepare investment recommendations, present those recommendations to clients, implement those recommendations, monitor the client’s financial progress while adding value through ongoing financial planning and analysis. As a financial advisor, I am committed delivering advice that’s always in the client’s best interest regarding retirement, educational savings, life insurance, debt management, estate planning, and retirement cash flow.
Experience
Personal Financial Consultant
Jan 2025 — Present · Charlotte, NC, US
Providing financial education and counseling to soldiers and their families in the Greater Charlotte Metro area. This includes equipping them with the financial tools needed to improve their financial knowledge and enhance their combat readiness. Tier 2 - Public Trust Position for handling Non-Sensitive Public Trust information.
Education
Columbia International University
Master of Arts (M.A.), Intercultural Studies
The University of Texas at Arlington - College of Business
Bachelor's Degree in Business Administration, Major - Business Management Minor - Economics
Skills
- Qualified Retirement Plans
- Retirement Planning
- Relationship Management
- Employee Benefits
- Investments
- Portfolio Management
- Mutual Funds
- Asset Allocation
- Financial Advisory
- Investment Strategies
- Series 63
- Wealth Management
- 529 Plans
- Certified Financial Planner
- Financial Services
- Variable Annuities
- 401k
- Financial Planning
- Life Insurance
- Finance
- Securities
- Estate Planning
- Public Speaking
- Personal Financial Planning
- Investment Advisory
- Fixed Annuities
- Retirement Savings
- Financial Planners
- Insurance
- Iras
- Equities
- Series 7
- Retirement
- High Net Worth Individuals
- Wealth Management Services
- Wealth
- Asset Management
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