Named to the 2023 Forbes “Best-in-State Wealth Advisors” list, 2023, 2022, 2021
Published annually Jan - April. Rankings based on data as of June 30 of prior year.*
David is a financial services veteran of over fifteen years. Having grown up in a family business, he is committed to addressing the unique and complex challenges business owners & high-net-worth individuals face in today’s environment. He holds the Certified Private Wealth Advisor® designation. He offers in depth guidance on tax minimization strategies, trust & charitable gifting strategies, and sophisticated planning for closely held business owners, professionals & corporate executives.
David is a proud graduate of Appalachian State University and a strong believer in giving back. He served as Chair of Corporate Engagement on the YMCA Impact Committee and formerly served as Chairman on the board of directors for the Parkinsons Association of the Carolinas.
He, his wife Jill, and their two sons, Parker and Connor, reside in the Eastover Neighborhood of Charlotte.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
