David Saddler, CPA
Retired - Senior Wealth Advisor
David brings over 35 years of financial work experience to the table. He has a Magna Cum Laude BBA in Accounting from East Tennessee State University in 1984. A lifelong resident of East Tennessee/Southwest VA, David currently resides in Bristol, maintaining a CPA license for over 30 years. His diversified work experience spans Corporate, Small Business, and Personal Finance, providing a comprehensive understanding of the unique challenges, risks, and opportunities in the financial world.
As a Small Business Owner, he has gained personal insights into the intricacies of entrepreneurial endeavors. Beyond his professional pursuits, David actively volunteers for various church and community organizations.
Holding FINRA registrations with Series 7 and 66 securities, he is licensed to offer clients a broad spectrum of financial services, including IRA’s, 401k Rollovers, College Savings Plans, Stocks, Bonds, Mutual funds, ETFs, and Fixed and Variable Annuities, as well as expertise in Life, Disability, and Long-Term Care Insurance.