Precision Financial Services - Customized financial planning
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  • Home
  • Our Firm
    • Our History
    • Our Philosophy
    • Our Team
    • Locations
  • Services
    • Our Process
    • Family Office
    • Financial Planning & Wealth Management
    • Executive & Corporate Planning
    • Retirement Planning
    • Risk Management
  • Communications & Resources
    • Communications Library
    • PFS News
  • Important Disclosure Information
  • Account Access
    • Tamarac
    • Wealthscape Investor
    • Wealth Management Solution
  • Contact Us

David Vollmer, CFA*

David Vollmer brings comprehensive financial knowledge and experience to his leadership role as Chief Operating Officer and Managing Partner of Precision Financial. David is a CFA® charterholder and member of the CFA Institute.  In 2007 David became a Managing Partner of PFS Partners, LLC.

Prior to working for the firm, David was a trader at Carlin Securities Group on Wall Street where some of his responsibilities included training and managing foreign traders in US markets.  To broaden his expertise, he spent several years traveling to China to complete ventures for well-known firms and individuals.

After years of traveling, and living in New York City, David, his wife, and three children reside in Chatham, New Jersey.  In his spare time, David enjoys spending time with his family and exercising.

 

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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NYC Office

104 West 40th Street
New York, NY 10018
Phone: 212-572-0900

NJ Office

350 US HWY 46
Mine Hill, NJ 07803
Phone: 973-927-6300

Colorado Office

4600 South Syracuse
Denver, CO 80237
Phone: 303-219-6300
Investment advice offered through PFS Partners, LLC, a Registered Investment Advisor.
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