S1 E14 The Journey of Alex David

Journey: The Financial Advisor Experience

Alex David is one of the few African American CEO’s in the financial advisory and investment arena. His meteoric rise is movie worthy. His humble start was as a bicycle messenger delivering paper and packages to Wall Street. His ferocious appetite for reading and learning led to a successful college career and literally landed him his first job in financial services.

Earlier in his career, Alex was an institutional wholesaler with Lord Abbett, Federated Investors, and Oppenheimer Funds. He has worked on a number of financial services industry initiatives in Washington, D.C., including representing Wells Fargo on Capitol Hill in discussions with the House Ways and Means Committee regarding the tax status of 1099 independent contractors. He holds a doctorate in business with major concentrations in economics and marketing and a master’s degree in economics from the Lubin School of Business at Pace University.

Alex joined Stifel after spending nearly 13 years at Wells Fargo Advisors, where he was Head of Branch Development and Marketing for the firm’s independent brokerage arm, Wells Fargo Advisors Financial Network (FiNet). In this role, he guided FiNet’s business development and market strategy and led a team responsible for recruiting, consulting, coaching, and managing independent financial advisors. Prior to that, as a Managing Director from 2008-2014, he helped bring in more than $55 billion in assets through recruiting and M&A activity.

Now he is President and CEO of Stifel Independent Advisor and the Incoming Chair Emeritus for the Association of African American Financial Advisors (Quad A). In April, he was awarded the Diversity, Equity and Inclusion 2023 Lifetime Achievement Award from Investment News. He’s had a lifetime of achievement award, but he’s just getting started.

Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear the journey of Alex David.
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