David Scully, Cfa®, Cfp® Email & Phone Number

I help people achieve their goals! Whether working with our excellent and well-qualified team of financial advisors, having direct interaction with our wonderful clients, or serving a variety of nonprofit organizations as a volunteer in our community, my job is to provide the resources, advice, support, and enthusiasm to help others be successful.At Duncan Williams Asset Management, it is our mission to serve our clients and to improve our community. We help individuals, nonprofits, and companies of all sizes achieve financially though an in-depth understanding of their goals and by clearly articulating an investment strategy that helps them achieve success. We also invest heavily in our community as responsible corporate citizens to ensure that we are helping each of our communities to grow and thrive.At DWAM, our team believes that thoughtful and clear investment advice leads to understanding and ultimately success for all investors. Each day, our team strives to provide timely and accurate investment advice to help our clients learn and grow as we invest together to achieve their goals. We spend time with each client really getting to know them and their financial situation/goals before giving the first word of advice. Our Investment Committee (with multiple CFA and CFP designation holders) is diligent and intentional about building custom investment plans and portfolios for each of our clients. Our ongoing communication and service is a point of pride for our organization. We make sure that each of our clients knows what they own and why they own it. However, we recognize that situations, time horizons, and investment goals can all change; that is why we are good listeners too!If you’re ready for a thoughtful and clear approach to wealth management, our team would love to talk and see if Duncan Williams Asset Management is a fit for you.

Listed skills include Investments, Asset Allocation, Portfolio Management, Investment Management, and 12 others.