David Maxwell
Wealth Management at Lake Point Advisory Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Plano, US
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Experience
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Mercer Advisors, Formerly Lake Point Advisory Group
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management
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May 2005 - Present
I help individuals and small businesses develop and implement currrent and future asset management/cash flow strategies to support future needs and goals using safe money strategies.
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Wealth Management
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May 2005 - Present
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Bankers Life
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United States
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Insurance
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700 & Above Employee
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Unit Sales Manager/Financial Services Professional
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Sep 2001 - Apr 2005
I developed and managed the professional growth of insurance agents through effective teaching/coaching methods that allowed those professionals to duplicate results and grow personally and professionally.
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Promotions
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Jan 1996 - Sep 2001
I brought entertainment to the public for purposes of bringing notice to the company as well as the event/charity that may have been part of the experience we were giving for each particular event.
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Education
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University of North Texas
Finance and RealEstate
Community
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