How I can help you
By understanding the needs of each client, David develops comprehensive wealth management strategies to achieve clients’ retirement, business, and legacy goals. He is dedicated to providing goal-based investment planning for individuals, businesses, charitable organizations, and foundations that is individually designed for each client and delivered with the highest level of personal service and professional integrity.
What makes me knowledgeable
With two decades of experience, David began his career with years of priceless advice from his family about hard work, commitment, respect, and integrity growing up on a farm in rural South Georgia. Scholarships, hard work, and commitment financed his undergraduate education. David graduated with honors from Georgia Southern University with a Bachelor of Business Administation in finance and was inducted into Beta Gamma Sigma, an honorary society for top undergraduate business students. In 2001, he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors. While working at Wells Fargo Advisors, David earned a M.B.A. from Georgia Southern University. He graduated with a 4.0 GPA and was inducted into Phi Kappa Phi, an honorary society for top graduate business students. For the third straight year (2022-2024), David was named as one Forbes Best-In-State Wealth Advisors*. Additionally, for the thirteenth straight year (2011-2024), he has been recognized as part of the Wells Fargo Advisors Platinum Council**, a distinction held by a select group of financial advisors within Wells Fargo Advisors. David uses the same work ethic, creativity, and values, coupled with knowledge and experience, to help his clients create plans for their hopes and dreams through ever-changing and sometimes tumultuous market environments.
Getting to know me
David and his wife Jen live in Richmond Hill, Georgia with their dog Chloe. In their free time, they enjoy exercising, traveling, cooking, and exploring sustainable living concepts.
* 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
* 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
* 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).
* The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
** The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.