Dr. Alex M. David

Dr. Alex M. David

President and CEO, Century Securities

Contact Me

Email Address

[email protected]

Phone Number

(314) 342-2537

About Me

Alex joins Stifel after spending nearly 13 years at Wells Fargo Advisors, where he was Head of Branch Development and Marketing for the firm’s independent brokerage arm, Wells Fargo Advisors Financial Network (FiNet).  In this role, he guided FiNet’s business development and market strategy and led a team responsible for recruiting, consulting, coaching, and managing independent financial advisors.  Prior to that, as a Managing Director from 2008-2014, he helped bring in more than $55 billion in assets through recruiting and M&A activity.

Earlier in his career, Alex was as an institutional wholesaler with Lord Abbett, Federated Investors, and OppenheimerFunds.  He has worked on a number of financial services industry initiatives in Washington, D.C., including representing Wells Fargo on Capitol Hill in discussions with the House Ways and Means Committee regarding the tax status of 1099 independent contractors.  He holds doctorates in economics and marketing and a master’s degree in international economics from the Lubin School of Business at Pace University.

 

“I could not be more excited about the opportunity to make Stifel Independent Advisors the premier destination for the industry’s best financial advisors,” said Alex.  “We believe we will attract and retain advisors that value the breadth and depth of a well-capitalized full-service platform combined with true flexibility of an independent offering.”