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  • Aegis Wealth Partners, LLC

    • Financial Services
    7702 E. Doubletree Ranch Rd., #300
    Scottsdale, AZ 85228
    (480) 375-1042
    (480) 348-3999 (fax)
    • About

      At Aegis Wealth Partners, they believe each person has unique financial goals. Their approach is to design a comprehensive financial plan and investment strategy that is exclusively tailored to each individual. Their promise is to help their clients fulfill their dreams. Dave Schiller has been in the financial services industry since 1996. He has held several roles including Regional Vice President at ING Pilgrim mutual funds where he was responsible for overseeing distribution of the firm’s mutual fund products across several Midwestern states. Dave sharpened his investment and capital markets experience at the private equity firm, Triton Pacific Securities and Scottsdale-based investment bank, Windstone Capital Partners. At Triton Pacific, Dave was Associate Director and was responsible for meeting with financial advisors and individual investors about the intricacies of private equity investments. At Windstone Capital Partners, Dave was a Managing Director who represented companies primarily in technology and government contractor industries. He was responsible for sourcing both equity and debt financing for his clients from private equity and hedge funds. Dave returned to his passion for helping individual investors and small business owners as an investment advisor. Dave started his career with Fortis Investors in Phoenix, Arizona and spent several years with AG Edwards (now Wells Fargo Advisors), Financial Design Group, and Vora Wealth Management. Dave’s extensive knowledge of portfolio management, operations, and capital markets led Dave to founding his o