David Baer, ChFC®, CLU®, CDFA®, CTFA, CMFA® in

David Baer, ChFC®, CLU®, CDFA®, CTFA, CMFA®

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Wealth Management Private Banker at United Community
📍 Orlando, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
29 Years
Current Role
Wealth Management Private Banker
Location
Orlando, Florida, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

Strategic Priorities
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Career

Work history

1-2025
Wealth Management Private Banker
United Community
11-2023 - 1-2025
Senior Financial Advisor, Senior Vice President
First Horizon Bank
8-2022 - 11-2023
SVP, Private Wealth Relationship Mgr.
First Horizon Bank
3-2020 - 8-2022
Wealth Advisor
Self-employed
8-2015 - 4-2020
Wealth Advisor, VP at Regions Private Wealth Management
Regions Financial Corporation
In the press

Media appearances

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Education
1993 - 1995
BSBA
UCF College of Business
1991 - 1993
AA
Valencia College
1986 - 1989
Education details unavailable
Vero Beach High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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