David Goldstein

Background

About David Goldstein

As a Financial Advisor with over two decades of experience, I believe in taking a holistic approach when advising my clients and their financial future. My primary goal is to provide comprehensive financial advice and portfolio risk management customized to each client’s unique needs, delivered with the utmost professional integrity. As a Private Wealth Financial Advisor, I continue my long-standing practice of leveraging our partnerships with professionals and subject-matter experts in related fields, to help provide strategies as sophisticated as my clients' needs. My primary objective is to help ensure each client receives the advice and service that they require, whatever stage of life they are in. In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by Financial Advisors serving high-net-worth individuals, families, foundations and institutions. I have attained a Bachelor of Arts degree in communications, as well as a Masters in Business Administration from Jacksonville University. I also take part annually in several continuing professional educational opportunities to stay as current as possible with market trends. My wife Sheri and I reside in Ponte Vedra, and love to spend leisure time playing tennis, distance running, skiing, fishing and just enjoying the great outdoors with our two sons, Jake and Owen. Please contact me by e-mail david.goldstein@wellsfargo.com or by Phone 904-361-7480. I cannot respond to messages through LinkedIn. This information is intended for use only by residents of AL, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MN, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA. CA Insurance Producer License # Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social