David Kinnear
Private Wealth Financial Advisor, Management, Managing Director - Investments, at Wells Fargo Advisors
Based in Indialantic, United States
7-day free trial · no credit card
Seniority
C-Team
Department
Other
Location
Indialantic
Industry
Financial Services
Company size
15K
Contact information
Reveal David's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
d•••••••@wellsfargoadvisors.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About David Kinnear
David Kinnear, founder and leader of the Kinnear Private Wealth Management Group of BridgePoint Wealth Partners, has been helping a select group of ultra-high net worth clients navigate multiple market cycles for nearly 30 years. David draws on extensive personal knowledge gained working with wealth creators and is committed to continually evolving his skills to keep pace with the ever-expanding and increasingly complex needs of high-net-worth investors. He coordinates with his clients’ other professional advisors – such as attorneys, accountants, and trust administrators – to help ensure that their investment plan and overall wealth management strategies are cohesive and address the many facets of their financial life. Away from the office, David is an active member of his community and serves on the Board of Trustees for The Cancer Research Foundation, which is one of the world’s leading Cancer Research Venture Philanthropists, making early investments in bold ideas in the fight against cancer. He formally served on the board of Erie Elementary Charter School in Chicago and is an active supporter of The Hotchkiss School in Lakeville, CT. David and his wife, Andrea, have been married since 1994 and enjoy spending time with their two sons, wirehaired pointing griffon and playing tennis and pickleball. As stewards of a property formerly owned by the Boy Scouts of America, they are also dedicated to the conservation of Michigan’s Western Upper Peninsula. This information is intended for use by residents of CA, CO, CT, FL, GA, IL, IN, KS, MA, MI, MN, MO, NE, NM, NY, PA, SC, SD, TN, TX, and WI Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Decision-makers
Other people at Wells Fargo Advisors
- JMVp
Joseph Moynihan
Senior Vice President-investments at Bosart Investment Consulting Group of Wells Fargo Advisors · Finance & Accounting
- AJC-Team
Andrew Jessup
Managing Director - Investment Officer · Finance & Accounting
- DVVp
Dayana Velasco
Senior Vice President, Area Manager at Wells Fargo Advisors · General Business & Management
- FLStaff
Frank Leslie
Financial Advisor · Finance & Accounting
- WLC-Team
Wayne Londregan
Private Wealth Financial Advisor, Managing Director -investments · Finance & Accounting
Build a list of verified contacts at Wells Fargo Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like David
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime