David Elfenbein
President, Wealth Management at Key Wealth Advisors
Based in New York, United States
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Seniority
C-Team
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
1 to 10
Contact information
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d•••••••@key-wealthadvisors.com
Phone
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Background
About David Elfenbein
With more than 24 years advising high-net-worth clients at some of the largest, most sophisticated wealth management firms in the U.S, I am now the President of Wealth Management at Key Wealth Advisors. At Key Wealth, we are client-centric rather than product-centric, and we are dedicated to providing the highest level of professional integrity while helping clients holistically define and meet their financial goals. Feel free to call me 256 715 9545 or email me delfenbein@key-wealthadvisors.com to schedule a 15-minute introduction.
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