David Palkovitz, CFP® in

David Palkovitz, CFP®

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WEALTH MANAGEMENT ADVISOR AT Apollon Wealth Management at Apollon Wealth Management, LLC
📍 Lexington County, South Carolina, United States

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Experience
14 Years
Current Role
WEALTH MANAGEMENT ADVISOR AT Apollon Wealth Management
Location
Lexington County, South Carolina, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Strategic Priorities
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Career

Work history

2-2020
WEALTH MANAGEMENT ADVISOR AT Apollon Wealth Management
Apollon Wealth Management, LLC
5-2015 - 2-2020
Account Executive
The Braddock Group of Janney Montgomery Scott, LLC
10-2014 - 5-2015
Financial Advisor
The Braddock Group of Janney Montgomery Scott, LLC
7-2013 - 9-2014
Registered Representative
New York Life Insurance Company
1-2012 - 12-2012
Local Committee President
AIESEC McGill
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2013
BA
McGill University
Social presence
in
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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