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Cfp David Deluca

Monitor. Serve. Protect. That’s what a sentinel does, and it’s why we named our team The Sentinel Ponte... | Metro Jacksonville, Metro Jacksonville, United States

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Cfp David Deluca’s Emails [email protected]

Cfp David Deluca’s Phone Numbers No phone number available.

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Cfp David Deluca’s Location Metro Jacksonville, Metro Jacksonville, United States

Cfp David Deluca’s Expertise Monitor. Serve. Protect. That’s what a sentinel does, and it’s why we named our team The Sentinel Ponte Vedra Group. Our duty is to stand watch and help protect what matters most: the financial future you envision for yourself, your family, and your business. With over 29 years of industry experience, I focus on financial planning and comprehensive wealth management for executives, corporations, and high net worth families looking to protect and grow their legacy. This is a personal passion for me. Growing up seeing my own mother struggle financially after the passing of my father – I pride myself on being an objective and trusted resource for my clients through all of life’s transitions. I believe in careful listening, custom planning, meticulous follow through, and rigorous monitoring. Taking a comprehensive approach based on our team’s “7 Pillars” process – I work tirelessly to help my clients streamline their finances and achieve their every goal. Outside the office, I live in Ponte Vedra Beach with my wife Kelly and our three daughters. I sit on the Board of Directors at Dreams Come True, a nonprofit dedicated to bringing hope and happiness to children battling life-threatening illnesses. As a fitness and outdoor fanatic, I spend much of my free time golfing, fishing, hiking, and cycling – and reading on rest days. If you’d like to have a conversation to see if I can help you with your goals, please email me at [email protected].

Cfp David Deluca’s Current Industry Morgan Stanley

Cfp David Deluca’s Prior Industry
Merrill Lynch Wealth Management | Morgan Stanley

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Work Experience

Morgan Stanley

Financial Advisor, Senior Vice President

Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Merrill Lynch Wealth Management

Wealth Management Advisor, Senior Vice President

Sat Aug 01 1992 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

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Cfp David Deluca Email Addresses

[email protected] Email

Cfp David Deluca Phone Number

No phone number available. Phone number

FAQ About Cfp David Deluca

Cfp David Deluca is located at
Metro Jacksonville, Metro Jacksonville, United States

Cfp David Deluca is a
Monitor. Serve. Protect. That’s what a sentinel does, and it’s why we named our team The Sentinel Ponte Vedra Group. Our duty is to stand watch and help protect what matters most: the financial future you envision for yourself, your family, and your business. With over 29 years of industry experience, I focus on financial planning and comprehensive wealth management for executives, corporations, and high net worth families looking to protect and grow their legacy. This is a personal passion for me. Growing up seeing my own mother struggle financially after the passing of my father – I pride myself on being an objective and trusted resource for my clients through all of life’s transitions. I believe in careful listening, custom planning, meticulous follow through, and rigorous monitoring. Taking a comprehensive approach based on our team’s “7 Pillars” process – I work tirelessly to help my clients streamline their finances and achieve their every goal. Outside the office, I live in Ponte Vedra Beach with my wife Kelly and our three daughters. I sit on the Board of Directors at Dreams Come True, a nonprofit dedicated to bringing hope and happiness to children battling life-threatening illnesses. As a fitness and outdoor fanatic, I spend much of my free time golfing, fishing, hiking, and cycling – and reading on rest days. If you’d like to have a conversation to see if I can help you with your goals, please email me at [email protected]. Morgan Stanley

Cfp David Deluca currently works in the
Morgan Stanley

Cfp David Deluca specializes in
Monitor. Serve. Protect. That’s what a sentinel does, and it’s why we named our team The Sentinel Ponte Vedra Group. Our duty is to stand watch and help protect what matters most: the financial future you envision for yourself, your family, and your business. With over 29 years of industry experience, I focus on financial planning and comprehensive wealth management for executives, corporations, and high net worth families looking to protect and grow their legacy. This is a personal passion for me. Growing up seeing my own mother struggle financially after the passing of my father – I pride myself on being an objective and trusted resource for my clients through all of life’s transitions. I believe in careful listening, custom planning, meticulous follow through, and rigorous monitoring. Taking a comprehensive approach based on our team’s “7 Pillars” process – I work tirelessly to help my clients streamline their finances and achieve their every goal. Outside the office, I live in Ponte Vedra Beach with my wife Kelly and our three daughters. I sit on the Board of Directors at Dreams Come True, a nonprofit dedicated to bringing hope and happiness to children battling life-threatening illnesses. As a fitness and outdoor fanatic, I spend much of my free time golfing, fishing, hiking, and cycling – and reading on rest days. If you’d like to have a conversation to see if I can help you with your goals, please email me at [email protected].