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David Quick

David Quick

Financial Advisor

Followers of David Quick366 followers
location of David QuickRochester, New York Metropolitan Area

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  • Timeline

  • About me

    Financial Planner/President at Meliora Wealth Management, LLC

  • Education

    • Landmark Education

      -

    • Landmark Education

      -

    • University of Rochester

      2007 - 2009
      Master of Business Administration (M.B.A.)

      Simon School of Business

  • Experience

    • John Hancock Financial Services

      Jan 1999 - Jan 2001
      Financial Advisor

    • Lincoln Financial Group

      Jan 2001 - Jan 2012
      Financial Advisor

    • Meliora Wealth Management, LLC

      Jan 2012 - now
      President

    • Cambridge Investment Research, Inc.

      Jan 2013 - Dec 2018
      Branch Manager

    • Trillium Health

      Jun 2015 - now
      Board Member

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board
      Feb 2005