David T. Palmer, MBA
David T. Palmer is a senior associate with Wealth Management Partners. He has
spent 19 years in the financial services industry providing investment planning and
wealth management services to clients. He has worked in all areas of investment
services as a registered representative of Jefferson Pilot Securities Corporation,
The Milwaukee Company (Chicago, IL), Spear Securities (Los Angeles, CA), and
NBD Bank, First Chicago NBD Bank, and Bank One (Detroit, MI). His expertise is
working with retirees, retirement programs, and investment fiduciaries providing a
full range of advice on investment policy, manager selection, performance
monitoring, plan design, and investor communication and education.
Education
Dave holds a B.A. in Business Administration from Central Michigan University and
a M.B.A. in Business Administration from California State University, Los Angeles.
He is a licensed registered investment advisory representative, specializing in
wealth management coaching. Dave has successfully passed the following
securities registration examinations administered by the National Association of
Securities Dealers (NASD):
- Series 7 General Securities Representative
- Series 65 Investment Advisor Representative
- Series 63 Uniform Securities
He is also Health, Life and Variable Contracts licensed
Practical Experience
As a featured guest speaker, trainer, lecturer, and educator, Dave has shared his
powerful beliefs on wealth-building with thousands. Dave is a lecturing professor
of finance at Wayne State University, Detroit, Michigan, and Eastern Michigan
University, Ypsilanti, Michigan; and a training facilitator at the Ford Motor Company
and CN Railroad Company. He frequently conducts investment workshops and
classroom lectures on the topics of Maximizing Shareholder Value, Conscious
Investing for Peace-of-Mind, The Investor’s Dilemma, and Free Market Portfolio
Theory.
Convictions
Security isn’t just something to look forward to, it’s something you want to feel every
step of the way. For Dave’s clients, the journey is as important as the destination.
Dave, his wife, Kristin, and their two children live in Ann Arbor, Michigan. The family
is active in their church and local community.
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