David Hartman, Financial Advisor located in Weaverville, NC

Financial Advisor
David A Hartman

CFP®, AAMS®
2 Monticello Village Drive, Suite 101a, Weaverville, NC 28787opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Music
  • Reading
  • Movies & Entertainment
  • Personal Fitness

Team Members

  • Liz Schoen
    Sr. Branch Office Administrator
  • Kim Showalter
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(828) 658-0820

Fax

(888) 619-8592

Office Address

2 Monticello Village Drive
Suite 101a
Weaverville, NC 28787opens in a new window

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