David Wise Email & Phone Number
Managing Partner @ Trinity Wealth Management
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David Wise Location
- Greensboro, NC, US
David Wise Work
- Managing Partner @ (July 2023 - Present)
- Owner and Wealth Advisor at Wise Wealth Management Group, LLC @ Wise Wealth Management Group, LLC (January 2019 - June 2023)
- Cofounder and Financial Advisor @ Market Street Wealth Management Group, LLC (May 2004 - December 2018)
- Financial Advisor @ W.S. Griffith (January 1988 - April 2004)
David Wise Education
- The American College of Financial Services
Masters of Science in Financial Services (MSFS)
1995-2001 - University of North Carolina at Greensboro
Bachelor of Science (BS) (Finance)
1982-1986 - CFP, CLU, ChFC
David Wise Skills
- Sales
- Microsoft Office
- Startups
- Accounting
- Microsoft Excel
- Retirement Planning
- Mutual Funds
- Financial Planning
- Financial Services
- Web 2.0
- Digital Marketing
- Marketing
David Wise Summary
- David Wise, based in Greensboro, NC, US, is currently a Managing Partner at Trinity Wealth Management. David Wise brings experience from previous roles at Wise Wealth Management Group, LLC, Market Street Wealth Management Group, LLC and W.S. Griffith. David Wise holds a 1995 - 2001 Masters of Science in Financial Services (MSFS) @ The American College of Financial Services. With a robust skill set that includes Sales, Microsoft Office, Startups, Accounting, Microsoft Excel and more. David Wise has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Trinity Wealth Management Employees
David Wise
Managing Partner
Greensboro, NC, US
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Greensboro, NC, US
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