Location Poughkeepsie, New York, United States Regions Greater New York Area, East Coast, Northeastern US Gender Male
LinkedIn View on LinkedIn
David W. Frederick is a President at Prime Wealth Management.Few financial planners have enjoyed the wide range of financial services experience that makes up David W. Frederick's resume. His 35+ years of experience includes work in such areas as investment brokerage & advisory services, life & health insurance, property & casualty
insurance and group benefits & pensions. Today, his practice is devoted to retirement and estate planning with an emphasis on lifestyle maximization, asset protection, and wealth transfer strategies.
A dynamic speaker, Mr. Frederick co-hosted the popular New York television show, "The Law and Your Money" and has regularly presented public and private seminars educating individuals on investment, estate, and charitable tax planning. Currently, he teaches adult education courses (e.g., "Retirement Planning Today") at Dutchess Community College.
