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David S
Series 65, Series 63
Westerville, OH
WealthBridge Capital Management, LLC
David Suchland is a financial advisor with WealthBridge Capital Management, LLC in Westerville, OH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including 11 years at The Joseph Group Capital Management. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios using low-cost ETFs and mutual funds, individual securities, and independent managers, and offers educational seminars on budgeting, credit, student loans, and retirement basics.
Nicholas N
Series 66, Series 63
Westerville, OH
WealthBridge Capital Management, LLC
Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley, Fidelity Investments, and TSG Advice Partners. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm focuses on building tax-aware portfolios using low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and manages approximately $710 million in client assets.
Ryan D
Series 63, Series 65
Westerville, OH
WealthBridge Capital Management, LLC
Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.
Robert F
Series 65, Series 66
Westerville, OH
WealthBridge Capital Management, LLC
Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services prior to joining WealthBridge in 2018. Outside of advising, he is a member of Northstar Studio LLC, a cheerleading organization in Ohio. WealthBridge Capital Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, complemented by individual securities and external managers, and offers educational seminars on financial topics.
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