For over a decade, David has dedicated his career to assisting affluent individuals in building, managing, preserving, and transitioning their wealth. With a wealth of experience spanning various market shifts, he is committed to delivering top-tier investment planning services and the caliber of service his clients truly deserve. David has been a valued member of the Wells Fargo Advisors team since 2015. He embarked on his financial career at Merrill Lynch, where he participated in the firm's elite advisor development program. He adopts a comprehensive approach to investment planning, meticulously examining every aspect of a client's financial life, including debt management, cash reserves, insurance, estate planning, investment strategy, and tax implications. Before entering the financial services industry, David excelled in sourcing and researching sophisticated investment opportunities for high-net-worth investors. Initially selected as a due diligence fellow, he subsequently transitioned into consulting for investment groups across the Mid-Atlantic region. His primary objective was to empower investors with faster, more informed decisions. Becoming a financial advisor allowed him to expand his ability to provide personalized financial advice to individuals and families. David is committed to excellence and ongoing continuing education. He has earned the CRPC®, which helps advisors by guiding them through specialized tax and estate objectives and strategies for a retiree. In short, the program helps advisors define a “road map to retirement,” enabling them to focus on the pre- and post-retirement needs of their clients. Away from the office A North Carolina native, David and his wife, Natalie, reside in Charlotte. They have two young boys Leo and Aiden, and spending time with their little ones is their top priority. As a family, they believe in staying active, spending time outdoors, and making time to travel regularly to stay connected to friends and clients.