Experience Makes all the difference

Dave Mauro has been helping investors reach their goals since 1987. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with a B.A. in Business Administration from the University of Washington and further training in the financial markets from The Wharton School and Stanford University Graduate School of Business. His hobbies include mountain climbing and writing, which come together in the form of an online blog he publishes about such experiences. The father of two High School age boys, Dave is involved in everything from minor automotive repair, to the construction of dubious watercraft.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Investments

Bellingham, WA

October 2008 - Present

Merrill Lynch

Vice President - Investments

Bellingham, WA

May 1987 - October 2008

Personal & Community

  • Committee to Build The Porch at Boulevard Park - Member
  • Bellingham's Upfront Theatre - Actor
  • Brigid Collins House - Donor
  • Bellingham Boys & Girls Club - Donor

Registered States:

AK, AZ, CA, CO, CT, FL, HI, ID, IL, MA, MN, NC, NV, NY, OR, PA, TX, VA, WA