David has a robust background in the financial services industry, having held significant roles at prominent institutions such as Edward Jones, Momentum Advanced Planning, and Wachovia Securities. His career spans various facets of financial management, including sales, operations, regulatory compliance, and financial risk management.
David's proficiency in portfolio construction, retirement planning, and innovative financial solutions will be invaluable to our clients.
He holds a BS in Business Administration from Guilford College and has furthered his education with finance studies at the University of North Carolina at Chapel Hill and advanced project management training.