David Lemon, AAMS, CFP

For twenty years I have helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve. I began my career as a Financial Advisor with A.G. Edwards in Charlottesville, VA. I joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, when it acquired A.G. Edwards in 2007. As a CERTIFIED FINANCIAL PLANNER® professional I have completed extensive training on issues including budgeting, planning for retirement, saving for education, insurance and tax planning. I have been recognized nine times since 2014 by Wells Fargo Advisors to Platinum Council (2014-2015, 2018-2024.) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. I grew up in Greensboro, North Carolina and graduated from the University of North Carolina Chapel Hill in 2001. Away from the office, I spend my free time with my wife, Erin, a Registered Nurse with Child Health Partnership, our two sons, Austin and Ben, and of course our beloved pets, the family border collie Monroe, and cats Patty and Selma.