David Baer, ChFC®, CDFA®, CTFA's Email & Phone Number
Wealth Advisor at Tripletail Wealth Management
David Baer, ChFC®, CDFA®, CTFA Email Addresses
David Baer, ChFC®, CDFA®, CTFA Phone Numbers
David Baer, ChFC®, CDFA®, CTFA's Work Experience
Tripletail Wealth Management
Wealth Advisor
January 2021 to Present
Baer Fishing Charters
Captain
April 2020 to January 2021
Regions Financial Corporation
Wealth Advisor, VP at Regions Private Wealth Management
August 2015 to April 2020
SunTrust Bank
Sports & Entertainment Speciality Group
March 2006 to December 2007
Fifth Third Bank
Vice President, Private Banker
February 2005 to March 2006
Bank of America
Vice President, Senior Client Manager, Busines Banking
February 2004 to February 2005
SunTrust Bank
Vice President, Wealth Strategist
February 2002 to February 2004
Bank of America
Assistant Vice President, Relationship Manger, Private Bank
September 1997 to February 2002
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David Baer, ChFC®, CDFA®, CTFA's Education
Vero Beach High School
January 1986 to January 1989
University of Central Florida - College of Business Administration
January 1993 to January 1995
Valencia Community College
January 1991 to January 1993
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Frequently Asked Questions about David Baer, ChFC®, CDFA®, CTFA
What company does David Baer, ChFC®, CDFA®, CTFA work for?
David Baer, ChFC®, CDFA®, CTFA works for Tripletail Wealth Management
What is David Baer, ChFC®, CDFA®, CTFA's role at Tripletail Wealth Management?
David Baer, ChFC®, CDFA®, CTFA is Wealth Advisor
What is David Baer, ChFC®, CDFA®, CTFA's personal email address?
David Baer, ChFC®, CDFA®, CTFA's personal email address is da****[email protected]
What is David Baer, ChFC®, CDFA®, CTFA's business email address?
David Baer, ChFC®, CDFA®, CTFA's business email address is david.baer,chfc®,cdfa®,ctfa@***.***
What is David Baer, ChFC®, CDFA®, CTFA's Phone Number?
David Baer, ChFC®, CDFA®, CTFA's phone (305) ***-*305
What industry does David Baer, ChFC®, CDFA®, CTFA work in?
David Baer, ChFC®, CDFA®, CTFA works in the Financial Services industry.
David Baer, ChFC®, CDFA®, CTFA Email Addresses
David Baer, ChFC®, CDFA®, CTFA Phone Numbers
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David Baer, ChFC®, CDFA®, CTFA's Ranking
Ranked #639 out of 12,779 for Wealth Advisor in Florida
David Baer, ChFC®, CDFA®, CTFA's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
David Baer, ChFC®, CDFA®, CTFA's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 86% chance that David Baer, ChFC®, CDFA®, CTFA is seeking for new opportunities
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David Baer, ChFC®, CDFA®, CTFA's Social Media Links
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