Dave Lundgren

Dave Lundgren, CWS

SENIOR WEALTH MANAGER

Dave Lundgren is a Senior Wealth Manager with United Capital Financial Advisers, LLC. Dave has been working with high net worth individuals, families and corporations for nearly 20 years.

At United Capital, his focus is helping clients through the financial guidance process and managing their respective investment accounts. Prior to joining United Capital, Dave was a SVP, Financial Advisor focusing on financial planning and investments with BBVA Compass Investment Solutions, a division of their Global Wealth Management Group. Prior to that, he was SVP, Private Banker focusing on high net worth individuals and businesses offering comprehensive planning, investments and financial solutions. Dave has a BS in Business Administration and also a graduate of BBVA Executive Management Program through UT- Austin McCombs School of Business Management.