David Walter Juliano
Lid van de Investeringscommissie bij Stonehearth Capital Management LLC
Profiel
Mr. David W.
Juliano is a Senior Financial Advisor at Stonehearth Capital Management LLC.
He joined Stonehearth Capital Management in 2016 as a Senior Financial Advisor, bringing with him over 20 years of experience in the financial planning and wealth management experience.
He is also am a member of our firm's Investment Committee.
His expertise includes: Social Security planning, education planning, employee stock options, and executive benefits.
He began his career, after graduating from St. Michael’s College, working for a financial advisory practice that specialized in Executive Benefit Solutions and Deferred Compensation Plans for executives at banks and hospitals.
He went on to spend the next 10 years at Commonwealth Financial Network, a national Broker/Dealer, working on the Advanced Planning Team.
This group was responsible for assisting over 1,500 advisors nationwide with complex financial planning solutions and building comprehensive wealth management plans for clients.
He received his undergraduate degree from St. Michael's College.
He holds the Chartered Financial Consultant and Retirement Income Certified Professional designations from the American College of Financial Planning.
Actieve functies van David Walter Juliano
| Bedrijven | Functie | Begin |
|---|---|---|
Stonehearth Capital Management LLC
 Stonehearth Capital Management LLC Investment ManagersFinance Stonehearth Capital Management LLC (SCM) is an independent, trust-based wealth management ?rm headquartered in Danvers, Massachusetts. The firm was founded by Richard E. Prout in 1995 as Prout Financial Services. They evolve into Wealth Management Group LLC in 2004 and became Stonehearth Capital Management in 2014. SCM offers financial planning, retirement planning, and investment management services customized to the needs of individuals, businesses, and organizations. | Lid van de Investeringscommissie | 01-01-2016 |
Eerdere bekende functies van David Walter Juliano
| Bedrijven | Functie | Einde |
|---|---|---|
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Corporate Officer/Principal | - |
Executive Benefit Solutions
 Executive Benefit Solutions Life/Health InsuranceFinance Part of Truist Insurance Holdings LLC, Executive Benefit Solutions is a company that provides insurance services. The company is based in Germantown, TN. Executive Benefit Solutions was acquired by Clark Consulting Group on October 02, 2003 for $12.60 million. | Corporate Officer/Principal | - |
Opleiding van David Walter Juliano
| St. Michael's College | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Stonehearth Capital Management LLC
Stonehearth Capital Management LLC Investment ManagersFinance Stonehearth Capital Management LLC (SCM) is an independent, trust-based wealth management ?rm headquartered in Danvers, Massachusetts. The firm was founded by Richard E. Prout in 1995 as Prout Financial Services. They evolve into Wealth Management Group LLC in 2004 and became Stonehearth Capital Management in 2014. SCM offers financial planning, retirement planning, and investment management services customized to the needs of individuals, businesses, and organizations. | Finance |
Executive Benefit Solutions
Executive Benefit Solutions Life/Health InsuranceFinance Part of Truist Insurance Holdings LLC, Executive Benefit Solutions is a company that provides insurance services. The company is based in Germantown, TN. Executive Benefit Solutions was acquired by Clark Consulting Group on October 02, 2003 for $12.60 million. | Finance |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
