David Poudrier

Business Development Officer at Exencial Wealth Advisors - Oklahoma City, OK, US

David Poudrier's Colleagues at Exencial Wealth Advisors
Christian Patterson

Wealth Advisor

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Randy Farina

Senior Portfolio Manager

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Jacob Downing

Wealth Advisor

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Pete Trontis

Senior Portfolio Manager

Contact Pete Trontis

Craig Wezenski

Partner & Director of Business Development

Contact Craig Wezenski

Karen Boschert

Senior Wealth Advisor

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Spencer Noble

Equity Trader, Client Service Associate

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David Poudrier's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Tampa, Florida, United States
Company
Exencial Wealth Advisors
David Poudrier's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
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Frequently Asked Questions about David Poudrier
David Poudrier currently works for Exencial Wealth Advisors.
David Poudrier's role at Exencial Wealth Advisors is Business Development Officer.
David Poudrier's email address is ***@exencialwealth.com. To view David Poudrier's full email address, please signup to ConnectPlex.
David Poudrier works in the Financial Services industry.
David Poudrier's colleagues at Exencial Wealth Advisors are Christian Patterson, Randy Farina, Jacob Downing, Pete Trontis, Craig Wezenski, Karen Boschert, Spencer Noble and others.
David Poudrier's phone number is 405-478-1971
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