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David Alexander CFP®️ ChFC®️'s
email & phone

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Current Position:

Senior Wealth Advisor at Goelzer Investment Management

Experience:

25 years

Location:

Indianapolis, Indiana

How to contact David Alexander CFP®️ ChFC®️

Last updated:2025-08-08
email**@goelzerinc.com
phone+1-***-***-2096
LinkedIn
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YouTube

Analytics

According to LinkedIn David Alexander CFP®️ ChFC®️ started working on 2000, then the employee has changed 3 companies and 4 jobs. On average, David Alexander CFP®️ ChFC®️ works for one company for 4 years 11 months. David Alexander CFP®️ ChFC®️ has been working as a Senior Wealth Advisor for Goelzer Investment Management for 1219 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Wealth Advisor at Goelzer Investment Management

May 2022 - Current

Senior Fiduciary Advisory Specialist at Wells Fargo

Jan 2009 - Apr 2022

Private Client Advisor at Wells Fargo Bank N.A.

Jun 2005 - Dec 2008

Advice Manager at Charles Schwab

Jan 2005 - Jan 2005

Senior Advice and Planning Consultant at Charles Schwab

Jun 2000 - Dec 2004

Education

BGS at Ball State University

Current Company Information Goelzer Investment Management

Name: Goelzer Investment Management

Location: Carmel, IN, United States

Employees: 10-50

HQ Phone: (317) 264-2600

Email: info@goelzerinc.com

Description: Goelzer Investment Management consults and controls financial strategies and investments to help institutions and families achieve success....

Frequently Asked Questions

How long has David Alexander CFP®️ ChFC®️ been working as a Senior Wealth Advisor?

David Alexander CFP®️ ChFC®️'s total experience in various companies as a Senior Wealth Advisor 3 years 4 months.

What is David Alexander CFP®️ ChFC®️'s average duration of employment for different companies?

On average, David Alexander CFP®️ ChFC®️ works for one company for 5 years 4 months

What industries has David Alexander CFP®️ ChFC®️ worked in?

David Alexander CFP®️ ChFC®️ works in the Financial Services.

What positions has David Alexander CFP®️ ChFC®️ held before?

Previously, David Alexander CFP®️ ChFC®️ worked as a Senior Fiduciary Advisory Specialist, and Private Client Advisor, and Advice Manager, and Senior Advice and Planning Consultant.

How do I contact David Alexander CFP®️ ChFC®️?

David Alexander CFP®️ ChFC®️'s email address is **@goelzerinc.com, phone number is +1-***-***-2096. Sign up to get contact details.

Who is the CEO of the Goelzer Investment Management?

The CEO of the Goelzer Investment Management is Gregory W. Goelzer

Who are David Alexander CFP®️ ChFC®️'s peers at other companies?

David Alexander CFP®️ ChFC®️'s peers at other companies are Michael OConnor and Michael Collins and Matthew Callander
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