Talk to sales Try for Free
David Teas, CFA, CFP®

David Teas, CFA, CFP®

Senior Investment Associate

Followers of David Teas, CFA, CFP®547 followers
location of David Teas, CFA, CFP®Pompano Beach, Florida, United States

Connect with David Teas, CFA, CFP® to Send Message

Connect

Connect with David Teas, CFA, CFP® to Send Message

Connect

  • 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