David Hecker

Trading Analyst at Abacus Wealth Partners

David Hecker is a Trading Analyst at Abacus Wealth Partners. Prior to joining Abacus, David was a High Net Worth Retirement Advisory Consultant at TIAA from February 2021 to December 2021. In this role, David provided guidance surrounding proprietary and non-proprietary fixed and variable annuity products, mutual funds and brokerage products. David also educated clients regarding transaction and investment options outlined in their retirement plans, including but not limited to 401k, 403b, 457b, section 408 IRAs, 401a, Keogh Plans, and small business retirement plans.

David has a proven track record of success in guiding clients through asset consolidation, retirement strategy, and advisory offerings. David is skilled in discussing drawdown strategies with respect to systematic withdrawals of mutual funds, annuitization options, and required minimum distributions. David is also experienced in calculating annuitization income options and providing options to best suit their clients' individual situations.

In addition to their work at TIAA, David has also been graded risk score of 100%, top 10% of company; Performing in top 25% of the company for asset wealth management referrals for new business growth.

David Hecker has a Master of Business Administration - MBA from the University of North Carolina at Pembroke and a Bachelor’s Degree from the University of North Carolina at Charlotte. David also has certifications from FINRA in Series 63 and Series 7, as well as from the National Insurance Producer Registry in Certified Insurance Consultant License (Life & Health), Individual.

Their manager is Walter Yu, Director of Portfolio Management & Trading.

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Timeline

  • Trading Analyst

    Current role