Wiza logo
Wiza logo
Get a demo
Get started for free

David Margulies - Email & Phone Number

Senior Wealth Advisor at Xml Financial Group

David Margulies is based out of Falls Church, Virginia, United States and works at Xml Financial Group as Senior Wealth Advisor.

David Margulies's Contact Information

David Margulies's Work email
d*****@xmlf***.com
Valid
Latest update
October 14, 2025
Location
Falls Church, Virginia, United States

David's current employer

Xml Financial Group logo

Xml Financial Group

Description
The Wealth Advisors at XML Financial Group help individuals, businesses, and nonprofits simplify the complexities of their financial need...
Website
xmlfg.com
HQ Location
Rockville, MD, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about David Margulies

What company is David Margulies working for?
David Margulies works for Xml Financial Group.
What is David Margulies's function at Xml Financial Group?
David Margulies is Senior Wealth Advisor at Xml Financial Group.
Where is David Margulies based?
David Margulies is based out of Falls Church, Virginia, United States.
What is David Margulies's work email address?
David Margulies's professional email address is d*****@xmlf***.com
Who are David Margulies's co-workers?
David Margulies's colleagues are Curtis Congdon, Brett Bernstein, Rob Kantor, Pete Deoudes, Michelle Mitchell, Todd Kullen, Beth Levine, Robert Abel, Radley Ellenbogen, Sasha Chelekhov, Jason Klopman, Sharon Abbey, Noorjahan Enayat, John Sciuto, Lauren O’Brien, Annie Hall, Shawna Bieda, Steven Collins.
Find anyone's contact info.
Get 20 free email reveals

David's co-workers

Curtis Congdon avatar
Curtis Congdon
President
Brett Bernstein avatar
Brett Bernstein
CEO & Co-founder
Rob Kantor avatar
Rob Kantor
CIO & Co-Founder
Pete Deoudes avatar
Pete Deoudes
Director of Marketing
Michelle Mitchell avatar
Michelle Mitchell
Director Of Client Services
Todd Kullen avatar
Todd Kullen
Chief Operating Officer
Beth Levine avatar
Beth Levine
Senior Wealth Advisor
Robert Abel avatar
Robert Abel
Wealth Advisor
Radley Ellenbogen avatar
Radley Ellenbogen
Operations Associate
Sasha Chelekhov avatar
Sasha Chelekhov
Wealth Advisor
Jason Klopman avatar
Jason Klopman
Senior Wealth Advisor, Partner
Sharon Abbey avatar
Sharon Abbey
Wealth Advisor
Noorjahan Enayat avatar
Noorjahan Enayat
Senior Wealth Advisor
John Sciuto avatar
John Sciuto
Wealth Advisor
Lauren O’Brien avatar
Lauren O’Brien
Senior Wealth Advisor
Annie Hall avatar
Annie Hall
Client Service Associate
Shawna Bieda avatar
Shawna Bieda
Senior Wealth Advisor
Steven Collins avatar
Steven Collins
Wealth Advisor
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.