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David Billingslea, Private Wealth Advisor serving the Greenwood Village, CO area - Ameriprise Advisors

David Billingslea

MS, CFP®, APMA

Private Wealth Advisor

Summit Wealth Management

An Ameriprise Private Wealth Advisor

26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Investments
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, James Madison University, Harrisonburg,VA
  • Master of Science – Financial Services, College for Financial Planning

Awards & recognition

  • Summit Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Summit Wealth Management, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Five Star Wealth Manager, 2012-2014

Professional associations

  • Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Summit Wealth Management Team Volunteering at Food Bank of the Rockies
Summit Wealth Management Team Volunteering at Food Bank of the Rockies
  • Ameriprise Day of Service - annual participant
  • Food Bank of the Rockies - warehouse volunteer
  • Invest in Kids - sponsor of Jane-A-Thon fundraiser
  • Metro Denver Partners - a local nonprofit organization providing mentoring and youth programs for at-risk kids in our community, Denver, CO
  • Volunteer Youth Soccer Coach - Colorado Storm
  • Organize and support volunteer activities through Junior Achievement, offering programs to foster work-readiness, entrepreneurship and financial literacy skills
  • Supporter of the Wild Animal Sanctuary - the world's largest carnivore sanctuary, Keenesburg, CO
  • Supporter of the Nature Conservancy

Interests

  • I am from Maryland, but met and married a Colorado native. We have two amazing boys and a great extended family.
  • We enjoy plenty of activities in the Colorado outdoors including skiing, biking, camping, paddleboarding, etc.

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Summit Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.