David Teas, CFA, CFP®

David Teas, CFA, CFP®

Senior Investment Associate

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location of David Teas, CFA, CFP®Pompano Beach, Florida, United States

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  • Timeline

  • About me

    Wealth Manager and Partner of Heritage Investment Group

  • Education

    • Iowa State University

      1998 - 2002
      Bachelors of Science
  • Experience

    • Wetherby Asset Management

      Jan 2003 - Jan 2010
      Senior Investment Associate
    • Heritage Investment Group

      Feb 2011 - now
      Wealth Manager and Partner
  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
    • Chartered Financial Analyst (CFA)

      CFA Institute