David Kolter Jr., AAMS
Financial Advisor
Managing Director - Investments
Focus
As Managing Director - Investments with Wells Fargo Advisors in Lebanon, Pennsylvania, our mission is to grow, manage, and transition your wealth while helping you feel confident and secure about your financial future.
Our Process
We have built and refined a systematic process that is molded to help meet the individual needs of each and every client. Through an established process, we build personalized strategies to help you achieve your financial goals. It starts with listening: A desire to fully understand what is important to you. After understanding your goals, needs, and risk tolerance, we then develop and implement those personalized strategies custom tailored to your specific situation. Lastly, we will work together throughout your lifetime to help ensure you stay on track.
Background and Experience
I grew up in Hummelstown, PA and graduated from The Pennsylvania State University. After receiving my undergraduate degree, I attended the College for Financial Planning and earned my Accredited Asset Management (AAMS) certification. After earning my degree, I successfully built my practice from the ground up by providing the highest level of personalized service and professional integrity. In 2023, I was blessed with the honor of being named Forbes Top Next Gen Wealth Advisor and Best In State Wealth Advisor. I ranked #3 in the State of PA and #91 in the United States. Furthermore, in 2024 I was honored to receive the Forbes Best in State Wealth Advisor ranking.
Our Team
Our Client Associate, Jenine Wamsher, along with a resourceful team of home office professionals, are standing by the help to ensure superior client service excellence.
Away From the Office
Outside of the office, my wife and 2 children reside in the suburbs of Lebanon. Our family is passionate about living a healthy, active lifestyle. It is not uncommon to find us at the ball field or golf course
2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Top Next-Gen 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. 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. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes. com). 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. 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.
California Insurance License 0M52118. Resident State: PA
As Managing Director - Investments with Wells Fargo Advisors in Lebanon, Pennsylvania, our mission is to grow, manage, and transition your wealth while helping you feel confident and secure about your financial future.
Our Process
We have built and refined a systematic process that is molded to help meet the individual needs of each and every client. Through an established process, we build personalized strategies to help you achieve your financial goals. It starts with listening: A desire to fully understand what is important to you. After understanding your goals, needs, and risk tolerance, we then develop and implement those personalized strategies custom tailored to your specific situation. Lastly, we will work together throughout your lifetime to help ensure you stay on track.
Background and Experience
I grew up in Hummelstown, PA and graduated from The Pennsylvania State University. After receiving my undergraduate degree, I attended the College for Financial Planning and earned my Accredited Asset Management (AAMS) certification. After earning my degree, I successfully built my practice from the ground up by providing the highest level of personalized service and professional integrity. In 2023, I was blessed with the honor of being named Forbes Top Next Gen Wealth Advisor and Best In State Wealth Advisor. I ranked #3 in the State of PA and #91 in the United States. Furthermore, in 2024 I was honored to receive the Forbes Best in State Wealth Advisor ranking.
Our Team
Our Client Associate, Jenine Wamsher, along with a resourceful team of home office professionals, are standing by the help to ensure superior client service excellence.
Away From the Office
Outside of the office, my wife and 2 children reside in the suburbs of Lebanon. Our family is passionate about living a healthy, active lifestyle. It is not uncommon to find us at the ball field or golf course
2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Top Next-Gen 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. 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. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes. com). 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. 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.
California Insurance License 0M52118. Resident State: PA