Directory
>
David Colby
David Colby
Regional Director, Enterprise Growth | Avantax
Bedford, New Hampshire, United States
David Colby
Summary
David Colby is a seasoned financial consultant with a rich background in financial advisory and wealth management. His career spans over a decade, during which he has excelled in formulating tailored financial strategies for individuals and businesses alike. David's analytical skills and client-centric approach have earned him recognition for effectively addressing complex financial situations and optimizing investment opportunities. He has a proven track record in driving revenue growth and enhancing client relationships through strategic planning and execution. David's experience with leading financial institutions like Fidelity Investments and Charles Schwab showcases his expertise in navigating the financial markets. Outside of his professional commitments, he is passionate about educating clients on financial literacy and sustainable investment practices. With a Bachelor of Arts in Human Resource Management, he also brings a unique perspective to client interactions, emphasizing the importance of relationship building.
David Colby
Work Experience
Regional Director, Enterprise Growth at
Avantax
May 2023 - Present
Vice President / Financial Consultant at
Charles Schwab
March 2019 - Present
Vice President / Financial Consultant at
Fidelity Investments
August 2008 - February 2019
David Colby
Education
Florida Southern College, Bachelor Of Arts - Ba
January 1996 - January 2000
Frequently Asked Questions about David Colby
What is David Colby email address?
David Colby's primary email address is ***********@avantax.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does David Colby work for?
David Colby is a Regional Director, Enterprise Growth at Avantax, a company specializing in Functions related to depository banking.
Where David Colby graduated from?
David Colby holds a degree in Human Resource Management from Florida Southern College.
How can I directly contact David Colby?
To contact David Colby directly, you can use the email address ***********@avantax.com. Complete contact information is available upon registration with Muraena.
Who is David Colby?
David Colby is a seasoned financial consultant with a rich background in financial advisory and wealth management. His career spans over a decade, during which he has excelled in formulating tailored financial strategies for individuals and businesses alike. David's analytical skills and client-centric approach have earned him recognition for effectively addressing complex financial situations and optimizing investment opportunities. He has a proven track record in driving revenue growth and enhancing client relationships through strategic planning and execution. David's experience with leading financial institutions like Fidelity Investments and Charles Schwab showcases his expertise in navigating the financial markets. Outside of his professional commitments, he is passionate about educating clients on financial literacy and sustainable investment practices. With a Bachelor of Arts in Human Resource Management, he also brings a unique perspective to client interactions, emphasizing the importance of relationship building.
David`s contact details
***********@avantax.com
***********@fmr.com
Colleagues
President, Avantax Wealth Management
Vice President Enterprise Relationships and Business Consulting
Senior Managing Director | Head of Corporate Development, M&A and Succession Planning
Vice President, Head of Project Delivery & M&A Integrations
Vice President of Business Development
VP: Operations and Service Excellence
Vice President