David Matulewicz

David Matulewicz Work

Managing Partner

@ Holos Integrated Wealth

Associate Vice President

@ Wells Fargo Advisors

Associate

@ Creative Financial Group

David Matulewicz Education

BA in Economics & Philosophy

Centre College

David Matulewicz Skills

Investment StrategiesPortfolio ManagementAsset AllocationSecuritiesretirement planningTax-advantaged Investment StrategiesFinancial AnalysisFinancial RiskStrategic PlanningManagementFinanceTax Advantaged Investment StrategiesFinancial Services

David Matulewicz Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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David Matulewicz currently works at Holos Integrated Wealth as David Matulewicz - Managing Partner at Holos Integrated Wealth.

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