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David Woldman 

Financial Advisor 

Commerce Financial Advisors 

 David joined Commerce Financial Advisors in 2024 to help clients define their financial goals, develop a strategy to pursue them, and measure their progress along the way. He has years of experience helping clients take a holistic approach to their financial life. 

David assists clients with investment management, retirement planning, and insurance strategies. He earned a B.S. in Psychology from the University of Missouri-Columbia.  He has his Securities Licenses Series SIE, 7, and 66 held with LPL Financial, as well as his License for Life, Health, and Variable Contracts. 

1090 S. Woods Mill Plaza 
Town & Country, MO 63017-0606 
314-746-5070 

Dave.Woldman@CommerceBank.com 

 

 

 

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