David is the co-founder of Carolina Wealth Management, Inc. He is a senior investment advisor to individuals and chairs the firm’s Investment Committee. For over 20 years, David has written investment articles, hosted seminars and has been involved in helping individuals develop prudent investment practices for their investment and retirement accounts. In 2018, he was interviewed and published in an article, “Educating the Public on Investing Leads to a Successful Wealth Management Firm,” in the January edition of Advisors Magazine.
David is certified as an Accredited Investment Fiduciary (AIF), by the Center for Fiduciary Studies in association with the University of Pittsburgh's Center for Executive Education. He received a BS from Appalachian State University and an MBA from East Carolina University.
David was born and raised in Greensboro, NC. David and his wife, Lori have three children and currently live in Greenville, NC. He is active in the community and has participated on many local and national boards and committees. In his spare time, he enjoys spending time with his family, playing golf and hockey, and traveling.