David Palmer, CFP® CDFA™

Managing Director | Milton Asset Management, LLC

Greater Atlanta Area, GA, UNITED STATES

Managing Director at Milton Asset Management & Milton Divorce Advisors

Industry Expertise (1)

Financial Services

Areas of Expertise (3)

Asset Management

Wealth Management

Financial Planning

Education (3)

College for Financial Planning: Certified Financial Planner, Financial Planning and Services 1998

American Bankers Association: National Trust School, Trust Administration 1994

Widener University: B.S., Management, Finance 1991

Affiliations (3)

Windward Tennis Club
Atlanta Estate Plannning Council
Financial Planning Association

Links (2)