Dave Lingel
Director of Planning and Investment Operations at Anchor Financial Partners- Northwestern Mutual
Based in Marietta, United States
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Seniority
Director
Department
General Business & Management
Location
Marietta
Industry
Financial Services
Company size
10
Contact information
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d•••••••@anchorfinancialpartners.com
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Background
About Dave Lingel
Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security. We believe in fostering genuine relationships, focusing on planning as the foundation, and delivering exceptional value to our clients. Our journey began with a vision to provide financial stability and planning in a world of uncertainty. Each of our team members, from different professional backgrounds, came together to form Anchor Financial Partners. We have a combined experience of over 100 years in the financial industry. Our team serves as the guiding light on your journey, offering comprehensive planning, advice, and support that ensures you're on the right course to success. anchorfinancialpartners.nm.com
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