David Goldstein, MBA
Private Wealth Financial Advisor
Managing Director - Investments
As a Financial Advisor with 24 years of experience, I believe in taking a holistic approach when planning for my clients’ financial future. My primary objective is to provide comprehensive financial advice and portfolio management customized to each client’s unique needs, delivered with the utmost professional integrity.
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.
As a Private Wealth Financial Advisor I continue my long-standing practice of leveraging relationships with our money management and liability management professionals to help provide strategies as sophisticated as my clients' needs. My goal is to help ensure my clients receive the advice and service they require across their full financial life. As a Wells Fargo Advisors Private Wealth Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.
Away from the office, I enjoy traveling, listening to music, long distance running, enjoying the great outdoors, fishing and spending time with my wife Sheri and two sons, Jake and Owen.Education
Jacksonville University, Bachelor of Arts, Communications
Jacksonville University, Master's Degree, Business AdministrationHonors & AwardsNamed as one of the Forbes Best-in-State Wealth Advisors 2019-2022
APRIL 2022 | David Goldstein named to Forbes Best-in-State Wealth Advisors Ranking
To find out more about this distinction, click here
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.Named as one of the Wells Fargo Advisors, Premier Advisor, 2015-2022The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
CA Insurance License Number: 0L16503. Resident State FL.
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.