Relationship Manager, RJFS
David excels in engaging and listening to clients to understand their needs, life events and financial aspirations. As a Relationship Manager, he fosters relationships with our clients to fully understand their life priorities, and to help our team identify and recommend solutions to help them achieve their financial goals.
David serves clients at our Florence, SC office.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.