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CFP®
Financial Advisor
“Don't judge each day by the harvest you reap but by the seeds that you plant." - Robert Louis Stevenson
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Education &
Affiliations &
David has been involved in the financial services industry since 2020. Prior to joining Savant, he was an associate wealth management advisor for a national insurance and financial services firm.
David earned a bachelor’s degree in finance from Clemson University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
David serves on his community’s Homeowners Association board and volunteers with Atlanta Associates Program, a mentorship program for college students. He is an active member of Trinity Westside Anglican Church.
David is married to Carol Ann. He looks for any opportunity to pick up the fly fishing rod and get on the river.
Education &
Designations
- Clemson University
Bachelor’s in Finance - CERTIFIED FINANCIAL PLANNER™ professional
Affiliations &
Community Service
- Homeowners Association – board member
- Atlanta Associates Program – volunteer
- Trinity Westside Anglican Church – member
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.