David R. Damm, AIF®
David is the CEO and co-founder of Carolina Wealth Management, Inc. He is a senior investment advisor to individuals and corporate retirement plan sponsors.
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. AIF designees are trained in investment fiduciary responsibility and portfolio management.
In 2006, David served as a member of the TD Ameritrade Operations Panel. This panel helps to shape TD Ameritrade’s strategic direction, service and technology to all of its advisors and clients across the country.
That same year, David was appointed to the City of Greenville’s Investment Advisory Committee. The committee assists in developing and evaluating investment strategies for the investment committee. David was reappointed to a 3-year term.
David was born and raised in Greensboro, NC. He received a BS degree from Appalachian State University and an MBA degree from East Carolina University. He and his wife, Lori have three children and currently live in Greenville, NC. In his spare time, he enjoys spending time with his family, reading, playing golf, hockey and traveling.