For many of us, we grow up learning what we are good at and what we enjoy doing with our time. If we’re lucky, our skills and passions line up and we have the privilege of having a fulfilling career. That’s exactly how I found my way into the financial industry. I have always had a mind for numbers and I love working with people to help them make meaningful and impactful financial decisions.
My Career Journey
After graduating high school, I started college and eventually ended up at University of Washington, earning a degree in Finance from the Foster School of Business. From there, I gained hands-on experience working for MetLife Insurance Company, tailoring life insurance strategies to meet the needs of my clients. I then switched to an investments focus, working with a team on an institutional trading floor and discussing fixed-income options for short-term operating cash for CFOs, CEOs, and Municipalities. I know that sounds like a mouthful, but the experience was vital for my development in my career.
While I enjoyed working directly with investments, I knew that I wanted a job with a more personal touch. As a result, I took a job with Fidelity Investments as an Account Executive so I could work with individual clients. For eleven years, I met with thousands of clients, building retirement and investment plans for those in both the accumulation and distribution phases of life.
After 18 years in the industry and time spent expanding my knowledge and financial planning skills, I decided to start my own company, Evergreen Wealth Management. I am passionate about wealth management and love sharing my knowledge to help others meet their financial goals. I founded my firm so I could offer ultra-custom financial planning and investment management services for individuals and businesses, all while developing long-term, trusting relationships.
The Ups And The Downs
No matter how much you love your job, there are always challenges that come along with it, such as helping people realize that change needs to happen and decisions need to be made so they can set themselves up for an ideal financial future. Despite some of the hurdles, I can’t imagine having any other career. There’s no greater feeling than knowing you made a positive impact on someone’s long-term financial plan. It’s incredibly fulfilling to know my clients are in good hands at Evergreen Wealth Management.
I work hard every day so that my clients can work toward achieving the success they desire. I approach my work with a long-term mindset, knowing that helping clients today can impact not only them but also future generations, thus creating a legacy.
I am always open to meet new people and see how I may be able to help. Whether you’ve already started planning for the future or have yet to put strategies in place, I encourage you to reach out to me today for a no-obligation conversation to see how I may be able to help you. Send me an email at email@example.com or call me at 206-357-8428 x5028.
David Stanfield is the founder of Evergreen Wealth Management with 20 years of industry experience. David is passionate about developing long-term relationships with his clients and creating tailored plans to help each client move closer to their financial goals. He serves clients in Seattle and beyond, including Everett, Bellevue, Kingston, Kirkland, Bellingham, Federal Way, Bothell, Shoreline, Edmonds, Port Townsend, Mukilteo, Bainbridge Island, Kitsap county, Cle Elum and Ellensburg. He graduated from the Foster School of Business at the University of Washington in 1998 with a degree in Finance. He is also an Enrolled Agent (EA) and has technical expertise in the field of taxation. Raised in Seattle, WA, Dave currently lives in Edmonds, WA with his wife, Irene, and their son, Egan. Outside of the office, Dave is a licensed private pilot, enjoys fishing, golf, and traveling. He is also an active real estate investor and received a Certificate in Commercial Real Estate from the University of Washington and is a member of a National Real Estate Investing Association. Learn more about Dave by connecting with him on LinkedIn.
Securities offered through Regulus Advisors, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Regulus Advisors and Regal Investment Advisors are affiliated entities. Evergreen Wealth Management, LLC is independent of Regulus Advisors and Regal Investment Advisors.