David Winslow
Managing Director, Wealth Management
As Managing Director of Wealth Management at Choreo's Charlotte, NC office, David is a trusted advisor to ultra-high-net-worth individuals, business owners, and multi-generational families, specializing in wealth strategies that preserve and grow wealth. He is especially passionate about working with entrepreneurs and has helped countless successful companies from start-up to a life changing exit event by developing tailored plans for business succession, estate and gift planning, and sophisticated asset management. His expertise ensures that clients have a clear, strategic roadmap for accumulating, managing, and transitioning wealth with confidence.
David's approach beings with understanding each client's vision and personal goals, allowing him to craft strategic financial plans that align with their long-term objectives. His deep knowledge of wealth management includes investment management, philanthropic planning, asset allocations, retirement planning, and private investments. He also specializes in business transition and transaction planning, strategic partner alignment, and maximizing tax-efficient strategies.
Before joining Choreo, David was a Partner at RSM US LLP, leading the Southeast Wealth Management practice. Prior to that, he served as Director of Financial Planning at Cherry, Bekaert & Holland LLP, where he developed and implemented complex financial plans for high-net-worth families. He also worked with Merrill Lynch's high-net-worth group, building a successful planning and asset management practice for affluent families, entrepreneurs, and Fortune 500 executives.
Outside of work, David enjoys all things outdoors including golf, exercising, and walking his dog.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Series 65
EDUCATION
- M.S., Financial Planning, College for Financial Planning
- B.A., History, Wake Forest University
