David is a Vice President – Investments with Wells Fargo Advisors in Savannah, Georgia. Delivering a personalized boutique-like service experience is important to David and critical to the time-strapped clients he serves. They include successful entrepreneurs and business owners, generations of wealth families, retirees, employer sponsored plans, non-profit organizations and family offices.

With a strong focus on investment planning and estate planning strategies, David’s team specializes in crafting personalized, comprehensive financial advice and portfolio strategies - designed to help clients build wealth and achieve their goals. Holistic planning includes initiatives designed to help optimize wealth across generations including philanthropic goals, business transition and retirement.

David embraces the importance of listening. Keenly attuned to each client's personal, professional, and philanthropic interests, he encourages frequent and thoughtful dialog – to keep pace with their situations and ambitions.

Before joining Wells Fargo Advisors, David was a Private Client Advisor at Bank of America Private Bank (formerly U.S. Trust), a wealth-planning analyst at UBS and a financial advisor at Merrill Lynch. He also practiced law in Charlotte after earning his J.D. from Wake Forest University School of Law, but does not practice law in his current role. David also graduated from the University of Central Florida with bachelor degrees in Psychology and Legal Studies.

David is a Certified Investment Management Analyst® professional, a designation awarded by the Investments & Wealth Institute; a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and, he also holds the Accredited Wealth Management Advisor™ designation from the College for Financial Planning Institutes Corp.


<sub>*Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

*The College for Financial Planning Institutes Corp. owns the service marks Accredited Wealth Management Advisor℠, AWMA®, and the AWMA® logo, and the certification marks Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo.</sub>

Tracie serves as a Senior Client Associate for Rea Financial Services Group of Wells Fargo Advisors where she manages office operations and logistics, which entails helping the team with client needs, establishing accounts, and handling money movement and paperwork. With over 20 years of experience in the financial industry, she enjoys having the opportunity to build strong relationships with clients while getting to know them and their families.

Tracie obtained her bachelor’s degree in marketing from Georgia Southern University. Prior to working at Rea Financial Services Group of Wells Fargo Advisors, Tracie retired from Bank of America Private Bank as a Senior Associate where she also supported client needs and inquires.

Outside of work, Tracie likes to garden, travel, and spend time with her Aussiedoodle, Murphy.