President of Investments/Financial Advisor at Global Wealth Advisors and Owner, Global Wealth Advisors
Washington D.C. Metro Area
- Current
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- President of Investments/Financial Advisor at Global Wealth Advisors (Self-employed)
- Owner at Playbook (Self-employed)
- Past
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- Vice President of Investments/Financial Advisor at GunnAllen Financial
- Vice President/Financial Advisor at Morgan Stanley
- Education
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- Towson University
- Calvert Hall College Prepatory High School
- Recommended
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5 people have recommended George - Connections
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219
connections
- Industry
- Investment Management
- Websites
George Divel III’s Summary
George can work with you to develop a financial plan based on your individual goals and investment profile by considering factors such as assets, liabilities, current and projected cash flow, time horizon, financial objectives and risk tolerance. Then, he can help you select appropriate investments from a comprehensive array of financial products and services available through his firm. These include stocks, bonds, mutual funds, unit investment trusts, insurance, tax-exempt investments, retirement and estate planning services, personal trust services, professional portfolio management, credit products, online services and more.
George Divel III’s Specialties:
As part of Capitol Securities Management, Inc., a full-service financial services firm, George has ready access to a variety of sophisticated resources. He employs equity research and asset management capabilities to help you capitalize on emerging investment opportunities. Capitol Securities can provide investors with equity Initial Public Offerings and secondary offerings, as well as domestic and international debt offerings.
George Divel III’s Experience
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President of Investments/Financial Advisor
Global Wealth Advisors (Self-employed)
(Self-Employed; 1-10 employees; Investment Management industry)
February 2005 — Present (4 years 6 months)
Building and managing a successful investment program requires a significant amount of time and attention. As an investor, you must determine which of the many investment opportunities in the marketplace today are best suited to your individual objectives, assign the appropriate allocations, track transactions, as well as respond to changing market and economic conditions.
As a Global Wealth Advisor Financial Advisor, George L. Divel III is well positioned to provide you with advice and guidance in the complex investment process. As a highly trained investment professional, George builds long-term relationships with his clients and helps establish financial strategies and select suitable investments to meet their individual investment goals. -
Owner
Playbook (Self-employed)
(Self-Employed; 51-200 employees; Restaurants industry)
August 2004 — Present (5 years)
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Vice President of Investments/Financial Advisor
GunnAllen Financial
(Privately Held; 1001-5000 employees; Financial Services industry)
February 2005 — November 2007 (2 years 10 months)
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Vice President/Financial Advisor
Morgan Stanley
(Public Company; Investment Management industry)
June 1998 — February 2005 (6 years 9 months)
George Divel III’s Education
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Towson University
BS , Business Management , 1994 — 1998
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Calvert Hall College Prepatory High School
High School Degree , General , 1990 — 1994
Additional Information
George Divel III’s Websites:
George Divel III’s Interests:
http://www.georgedivel.com/
George Divel III’s Honors:
National Sales Director Award - Morgan Stanley, Man of the Year Nominee 2005 - Leukemia and Lymphoma Society, Young Man of the Year Nominee 2006 & 2007 - Associated Italian American Charities
George Divel III’s Contact Settings
Interested In:
- consulting offers
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
