CONNECT

Address:

10 Madison Avenue, 2nd Floor
Morristown, NJ 07960

Phone:

973-775-5004

David A. Schluer

David A. Schluer

President and Chief Investment Officer

A former Executive Director with CIBC Oppenheimer, and former SVP and Chief Investment Officer of Beneficial Corporation, David has over 40 years experience developing portfolio strategies and implementing investment strategies for institutional, corporate and private clients. A graduate of Ohio State University with BS and MBA degrees, David majored in finance, economics and investments. He served as president of the Columbus Financial Analysts Society and has participated in numerous investment seminars and advanced learning programs.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Net Worth Management Group is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 973-401-2396
Fax 973-775-5010
Mobile Phone 973-615-1059
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck