David E. Elwood, CFP ®, CRPC ®
Partner, Managing Director, Wealth Manager
David business experience:
Steward Partners Global Advisory
Partner, Managing Director & Wealth Manager
Morristown, NJ
May 2018 – Present
Wells Fargo Advisors
Senior Vice President – Investment Officer
Florham Park, NJ
April 2009 – May 2018
Smith Barney
CERTIFIED FINANCIAL PLANNER™ Professional
Morristown, NJ
May 1998- April 2009
Paine Webber
Investment Executive
Morristown, NJ
May 1995 – May 1998
David education and licensing:
Syracuse University – Martin J. Whitman School of Management
Bachelor of Science 1988 – 1992
Kaplan University
Financial Planning Certificate, Financial Planning and Services
2006 – 2007
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Chartered Retirement Planning Counselor
Series 7, 31, 52, 63 & 65 Licensed
Life, Health, Annuity and Long Term Care Licensed