AdFi
David Manlove

David Manlove

Charlotte, NC
Verified Identity

Financial Advisor at

Wells Fargo Advisors

Number of Clients

200

Average Client Size

$1,500,000

Member Since

2025

Allow Me to Introduce Myself

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs...

One thing I want my clients to know about me is...

We work to help clients with risks, fees, and taxes to live their best financial lives.

Clientele

Corporate Executives
Doctors
Entrepreneurs
Business Owners
High Net Worth Individuals
LGBTQ+
Partners at Law Firms
Healthcare Workers

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Fees Information

Education

West Chester University of Pennsylvania

Accounting

Obtained in 2010

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Member FINRA/SIPC

AdvisorFinder Disclosure

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: June 10, 2025