Comprehensive fee‐based financial planning and wealth management strategies are the main focus of David’s practice. He is a Raleigh native and has over 14 years of experience in the financial services industry. David was recognized at his previous firm, Signator Investors, Inc., with the prestigious Achieving Client Excellence Award*. David has earned the CERTIFIED FINANCIAL PLANNER™ certification holds dual degrees in International Studies and French from UNC‐Chapel Hill. David currently resides in the North Hills area of Raleigh with his wife, Deborah, and children Annabelle and Heath.
ACHIEVING CLIENT EXCELLENCE*
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.