David graduated from the University of South Carolina with a Bachelor degree in both Management and Marketing. He spent four years working in the Washington, DC, office as an account manager for Apex Systems. Now, as a wealth advisor, he takes a holistic view of clients’ overall portfolios, cultivating an understating of their brokerage and retirement accounts along with real estate and other physical assets in an effort to align short and long-term goals, tax strategy, and estate planning.
David was born and raised in Florence and is a fifth-generation Florentine. When he was seven, he started a lemonade stand. His mother guided him through the process, including maintaining a ledger and repaying the loan she gave him. Afterward, she asked what he wanted to do with the money, and young David replied, "I want to retire." This early experience sparked his interest in finance.
He and his wife raise their three kids in Florence, and they love to travel to both the beach and the mountains. David also serves on the Board of LightHouse Ministries, and he plays an active role in the Florence Kiwanis Club.