DAVID BARTON
Bank of America
As a Certified Exit Planning Advisor (CEPA®), David Barton is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=David Barton - - Bank of America - Jacksonville, Florida, city=Jacksonville, display_country=United States, hs_object_source_detail_1=Find A CEPA (JUNE 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=david-barton, lname=Barton, hs_object_source_id=enrollmentId:1112633880493;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202024/BARTON-DAVID-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-June%202024.pdf, hs_createdate=1718980383402, cohortium_profile_title=David Barton | Commercial Banker / Lender at Bank of America | CEPA Connect Member, state=Florida, id=13708454966, advisor_type=Commercial Banker / Lender, custom_page_title=Exit Planning Institute - Find a CEPA | David Barton, email=david.a.barton@bofa.com, cohortium_meta_description=Connect with David Barton, a specialized Commercial Banker / Lender working with Bank of America based in Florida., associated_contact_record_id=30249851, website=www.bankofamerica.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JUNE%202024/7144_Barton_CEPA-Certificate-2024-June.pdf, is_editable=editable, url_slug_2=david-barton, impersonate_user_url=https://exit-planning-institute.org/member-detail/david-barton?impersonation=true, full_name=David Barton, hs_lastmodifieddate=1764932316816, phone=+19047914207, company_name=Bank of America, name=David, hs_object_id=13708454966, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=32207, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Commercial Banker / Lender
- Website:
https://www.bankofamerica.com - Phone: +19047914207
- City: Jacksonville
- State: Florida
- Postal Code: 32207
- Country: United States
- Designations:
- Markets Served:
- Company Name: Bank of America
