SOURCE: DeYoe Wealth Management

DeYoe Wealth Management

November 26, 2014 12:35 ET

DeYoe Wealth Management, Inc. Welcomes David Glotzer to the Team

BERKELEY, CA--(Marketwired - Nov 26, 2014) - Jonathan K. DeYoe of DeYoe Wealth Management, Inc., a boutique firm that provides financial planning and investment advisory services in Berkeley, Oakland, and the Bay Area, announced today that David Glotzer has joined the team as a Wealth Advisor.

Mr. Glotzer comes to DeYoe Wealth Management with over 18 years of experience in the wealth management and trust industry. His most recent post was at City National Bank in San Francisco, where he served as a Vice President in the Private Client Services Department, working with individuals and families on their wealth management, philanthropic activities, generational transfer needs, and stewardship issues. Prior to joining City National Bank, Mr. Glotzer worked as a Vice President of BNY Wealth Management for Fourteen Years.

"We are thrilled that someone with David's depth and breadth of financial services experience has decided to join our team," said DeYoe. "DeYoe Wealth Management clients know that our objective has always been to provide independent, objective advice with the utmost integrity. As David and the DeYoe Team discussed working together, it became incredibly clear that he shares our commitment to unparalleled client service and our belief in the solid fundamentals for achieving financial success: Planning, Asset Allocation, Diversification, Rebalancing, and Tax Management. David's a natural fit to our team, and we look forwarding to welcoming him and his clients to the DeYoe Wealth Management family."

For more information about DeYoe Wealth Management, Inc. you may visit the firm's website: www.deyoewealthmanagement.com. If you are an advisor and would like to learn about joining our firm, please contact Mr. DeYoe at info@deyoewealthmanagement.com.

DeYoe, a resident of Berkeley, CA is the CEO of DeYoe Wealth Management, Inc., a Registered Investment Advisor in Berkeley, and founder of The Happiness Dividend Blog . DeYoe and his team specialize in empowering people and non-profits towards their financial success. Through comprehensive Financial Planning, clients can see how their choices contribute to their financial successes and failures. Recognizing the choices that lead to success is the first step of the journey.

About DeYoe Wealth Management
The DeYoe Wealth Management mission is to inspire our clients to pursue their passions and make meaningful financial decisions that are rooted in their values. We are trusted for our knowledge, integrity, discipline and commitment to service. 

Investment Advice and Financial Planning offered through DeYoe Wealth Management, Inc., a Registered Investment Advisor. Securities offered through LPL Financial member FINRA / SIPC.

Contact Information

  • Contact:
    Nancy Wright Cooper
    DeYoe Wealth Management
    (510) 848-0012, ext. 103
    Email Contact