Advisor Profile

David Winslow

Managing Director, Wealth Management

David is a CFA Charterholder with more than 14 years of experience in wealth management and institutional investment consulting.

David specializes in business succession planning, estate and gift planning, and care licenses, leveraging his nearly 30 years of experience developing and implementing complex financial plans and strategic direction for high net worth families. He works directly with clients to learn about their vision for their financial future and their personal goals, and then applies that insight to tailor strategic plans for how they accumulate, manage and transition generational wealth.

When he is not assisting clients and leading teams, David spends his time watching, coaching and playing sports.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

  •  CFP®

EDUCATION

  • Master of Science, financial planning, College for Financial Planning
  • Bachelor of Arts, history, Wake Forest University