Topline | David Webb

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David Webb

Financial Advisor 1st Vice President,... at Janney Montgomery Scott

Intro Book

Seasoned financial advisor and wealth manager with 31 years of experience.

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Location

Greater Philadelphia, US

Skills

Retirement Planning
Investments
Portfolio Management
Financial Planning
Wealth Management
Mutual Funds
Financial Analysis
Financial Services
Insurance
Equities
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So David Webb has 31 years of experience in the financial services industry, with a strong background in wealth management, financial planning, and insurance. He has held senior roles at Janney Montgomery Scott LLC and Devine Millimet & Branch, and has worked in underwriting and marketing at Chubb Insurance. Location is the Greater Philadelphia area, which is a hub for financial services. Considering his experience, education, and location, I would estimate his hourly rate to be around $250. This is slightly lower than the national average for financial advisors in the US, but takes into account his non-traditional background in law, which may impact his earning potential. Some financial advisors with similar experience and education may charge upwards of $300-$400 per hour, but Webb’s unique blend of legal and financial expertise may justify a lower rate.

Bio

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Topline AI

David Webb is a seasoned financial professional with 31 years of experience in wealth management, financial planning, and insurance. He has held senior roles at Janney Montgomery Scott LLC and Devine Millimet & Branch, and has worked in underwriting and marketing at Chubb Insurance. He holds a Doctor of Law (J.D.) from The George Washington University Law School and a Bachelor of Arts (B.A.) in Political Science and Government from St. Lawrence University.

Experience

Janney Montgomery Scott
- Financial Advisor 1st Vice President, Wealth Management
Janney Montgomery Scott LLC
- Radnor, PA
- Financial Advisor; 1st Vice President, Wealth Management
  - Mar 1993 - Present
  - Radnor, PA
Devine Millimet & Branch
- Manchester, NH
- Attorney
  - Aug 1991 - Mar 1993
  - Manchester, NH
  insurance defense litigation attorney
Chubb Insurance
- New Haven, CT
- Underwriting Supervisor
  - Jun 1985 - Jul 1988
  - New Haven, CT
  managed four staff members in the effort to underwrite and market Personal Lines policies in Connecticut, Rhode Island and Western Massachusetts.

Education

1988 - 1991

The George Washington University Law School

1988 - 1991
1985 - 1985

St. Lawrence University

1985 - 1985
Conestoga High School; Berwyn, PA

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

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David Webb

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100 Credits For FREE

$250.0

Hourly Rate