Principal
Address: 503 Gifford Drive, Coppell, TX 75019
Call: 817-366-4868
Email: david.megarity@stratiawealth.com
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.
As a CERTIFIED FINANCIAL PLANNER tm with Stratia Wealth Management, I deliver unique strategies and solutions to clients’ ever-evolving wealth planning needs and objectives. Working in a fiduciary capacity for you, we will work together to develop a formal, written plan, along with a step-by-step action plan, designed to help us address your most pressing concerns, and to allow you to make informed decisions about your financial future.
My Experience
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Disclosures:
Insurance products and services are offered through Stratia Insurance Agency, LLC, an affiliated company.
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