3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
- With CAPTRUST Since 2022
- 615.377.1177
-
5314 Maryland Way #300
Brentwood, TN 37207
David Steine
Senior Vice President,
Financial Advisor
- Nashville, TN
- Man's Search for Meaning by Viktor Frankl
- Rabbi Jonathan Sacks, Milton Friedman, and Dwight Eisenhower
- This too shall pass.
- Honesty, compassion, and patience
Financial Advisors
David Steine is a wealth management financial advisor based in Nashville, TN.
David joined CAPTRUST in 2022 from TrustCore Financial Services. In the industry since 1979, David services the needs of clients as senior vice president and financial advisor. He holds both a Bachelor of Arts degree and a Master of Business Administration degree from Vanderbilt University and is a member of the CFA Society Nashville.
Outside of work, David enjoys spending time with his family, nature, and reading.
Education
- Bachelor of Arts degree from Vanderbilt University
- Master of Business Administration degree from Vanderbilt University
Memberships
- Member, CFA Society Nashville.
News & Resources
Announcements
Retirement Plans
4 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
Wealth Management
4 months ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Announcements
5 months ago
CAPTRUST Grows Nashville Presence with Addition of TrustCore Financial
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
