Greg David Email & Phone Number
Founding Partner and Wealth Advisor
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Greg David Location
- Lexington, SC, US
Greg David Work
- Founding Partner and Wealth Advisor @ David Wealth Management Group (June 2012 - Present)
- Founding Partner and Wealth Advisor @ (June 2012 - Present)
- Branch Manager @ (February 2007 - May 2012)
- Financial Advisor @ (January 2005 - February 2007)
- Investment Representative @ (January 2000 - January 2005)
Greg David Education
- Baylor University
Bachelor of Arts (BA) (Business)
1988-1993
Greg David Skills
- College Education Planning
- Financial Advisory
- Investment Advisory
- Investments
- Multi-generational wealth transfer
- Retirement Planning
- Retirement Savings
- Strategic Financial 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, Financial Advisory, Investment Advisory, Investments, Multi-generational wealth transfer and more. Greg David has 2 emails and 1 mobile phone numbers on RocketReach.
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