David White & Associates

0 followers

‌

David White & Associates is a privately held company providing financial planning advice throughout the Greater Bay Area.

Industries

Employees

11-50

Links

Org chart

Christopher D. White

Collapse
Doug Walsh
Vice President
Matt Dolan
VP of Sales
Gary Leger
Senior Partner
David Lucas
Senior Partner & Financial Advisor
Matt Kay
Senior Partner & Financial Advisor
Kirk Dobson
Senior Partner & Financial Advisor
Brian Anderson
Senior Partner & Financial Professional
Oliver Orzal
Senior Partner & Financial Advisor
Terry Adami
Senior Partner & Financial Professional
Scott Pence
Senior Partner & Financial Advisor
David Zook
Senior Partner & Financial Advisor
Matthew Halick
Partner & Financial Advisor
Chris Riel
Partner, Sales Manager
Dennis Culver
Financial Advisor & Paraplanner Team Leader
David Lien
Financial Advisor
Martin Aiello
Financial Professional
Jonathan Allen
Financial Professional
Daniel Posner
Financial Professional
Sheri Graybehl
MD, Recruiting Manager
Shana Jackson
Underwriting & Business Manager, Securities Processor, Assistant
Jennifer Jones
Operations Manager & Executive Assistant
Brendan Halick
Associate Advisor
Paulina Lucas
Administrative Assistant
Jasmyn Vizenor
Assistant to Brad Tarter, Scott Pence & Sheri Graybehl