CoverProfile

David Elfenbein

President, Wealth Management

Key Wealth Advisors

United States, Alabama, Florence

About Me

With more than 24 years advising high-net-worth clients at some of the largest, most sophisticated wealth management firms in the U.S., I am now the President of Wealth Management at Key Wealth Advisors. At Key Wealth, we are client-centric rather than product-centric, and we are dedicated to providing the highest level of professional integrity while helping clients holistically define and meet their financial goals.

Profile Information

President, Wealth Management

Key Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Florence

Alabama

United States

Jul 26, 2024

More profiles to browse

RK
Razi Karim
Founder, Chief Executive Officer, Chief Compliance Officer

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial