Greg David Email & Phone Number
Founding Partner and Wealth Advisor
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Greg David Location
- Lexington, SC, US
Greg David Work
- 2012 -now Founding Partner and Wealth Advisor @ David Wealth Management Group
- 2012 -now Founding Partner and Wealth Advisor @
- 2007 -2012 Branch Manager @
- 2005 -2007 Financial Advisor @
- 2000 -2005 Investment Representative @
Greg David Education
- Baylor University
Bachelor of Arts (BA) (Business)
1988-1993
Greg David Skills
- College Education Planning
- Strategic Financial Planning
- Financial Advisory
- Investments
- Retirement Savings
- Investment Advisory
- Retirement Planning
- Wealth Management
- Multi Generational Wealth Transfer
Greg David Summary
- Greg David, based in Lexington, SC, US, is currently a Founding Partner and Wealth Advisor at David Wealth Management Group. Greg David brings experience from previous roles at Stratos Wealth Partners, Wells Fargo Advisors, A.G. Edwards & Sons, Inc. and Edward Jones. Greg David holds a 1988 - 1993 Bachelor of Arts (BA) in Business @ Baylor University. With a robust skill set that includes College Education Planning, Strategic Financial Planning, Financial Advisory, Investments, Retirement Savings and more. Greg David has 2 emails and 1 mobile phone numbers on RocketReach.
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