David works with affluent families and individuals on a wide range of wealth management objectives, including investing, education funding, and retirement planning. He works to simplify the process, offering insightful guidance that gives clients a clear picture of the opportunities that lie before them and how to efficiently accomplish their goals. By developing close partnerships with his clients, he empowers them to enjoy their success with peace of mind that someone they trust is helping them make strategic financial decisions.
Professional History & Education
David earned his bachelor’s degree from Mercer University, where he played varsity baseball. In 2013, he started his financial career with Merrill Lynch and joined Harbor View as Vice President in 2021.
Industry Awards
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
- The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.
Designations
- Chartered Retirement Planning Counselor℠ (CRPC®)
Personal Life
David and his wife Lauren live in Chamblee, Georgia, and enjoy staying active, spending time with friends, and volunteering throughout Atlanta. They have two young daughters, Berkeley and Blake.