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Dow 8280.74 -223.32 07/02/09
Nasdaq 1796.52 -49.20 07/02/09
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David B. Woffindin
David B. Woffindin
First Vice President - Wealth Management
14 East Court Street
Monument Square
Doylestown, PA 18901
tel: 267-880-2212
toll free: 800-788-8566
fax: 267-880-2250
Email Me
Welcome Education Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • A.B., 1975, Princeton University
  • Series 3, 5, 7, 63, 65 Securities & Commodities Certifications
  • Various state insurance and annuity product licenses and appointments
Associations
  • Smith Barney
    National Managed Futures Council
  • Board of Directors,
    Princeton University Area Alumni Association
  • Treasurer and Former Chair,
    Board of Governors,
    Princeton University Tower Club
  • Vice-Chair,
    Princeton University
    Alumni Schools Committee
  • Trustee and Former Treasurer,
    Princeton Ballet Society
  • Former Member,
    NY Athletic Club
  • Former Member,
    Princeton Club of NY
  • Member,
    Doylestown Country Club
Business Experience
  • Morgan Stanley Smith Barney*
    (and predecessor firms)1993 - 2002: First Vice President - Wealth Management
    Lawrenceville, NJ
  • 1989 - 1993: First Vice President - Wealth Management
    New York, NY
  • 1982-1989: Second Vice President - Wealth Management
    New York, NY
  • 1975 - 1982: Financial Advisor
    New York, NY
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • For updated market commentary, please click on the Special Reports link on the left and choose the Equity Markets Daily.
David B. Woffindin is licensed in the following state(s): AL, CA, CT, DE, FL, GA, KY, MD, MO, NC, NH, NJ, NV, NY, OH, PA, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Consulting Group: Managed Accounts and Mutual Funds -- Understanding the Difference (pdf)
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