Managing Partner
Current
Jul 2023 - Present
AeroLeads people directory · profile
David Wise Email & Phone Number
Managing Partner
at
Trinity Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Partner
Location
Greensboro, North Carolina, United States
Company size
Who is David Wise? Overview
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Quick answer
David Wise is listed as Managing Partner at Trinity Wealth Management, a company with 1 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for David Wise.
David Wise previously worked as Owner/Wealth Advisor at Wise Wealth Management Group, LLC at Wise Wealth Management Group, Llc and Cofounder & Financial Advisor at Market Street Wealth Management Group, Llc. David Wise holds Bachelor Of Science (Bs), Finance from University Of North Carolina At Greensboro.
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Email format at Trinity Wealth Management
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Trinity Wealth Management
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Profile bio
About David Wise
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Mission Statement: To be viewed by my clients as a trusted advisor that provides wisdom in all areas of their financial lives.Provided Financial Planning and Investment advice to clients since 1988As of May 14, 2019, David Wise of Wise Wealth Management Group, LLC serves $145 Million in brokerage and advisory assets through LPL Financial.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal info' section above.For a list of states which I am registered to do business, please visit www.wisewealthmanagmentgroupllc.com
Current workplace
David Wise's current company
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Trinity Wealth Management
4 roles
David Wise work experience
A career timeline built from the work history available for this profile.
Owner/Wealth Advisor At Wise Wealth Management Group, Llc
Wise Wealth Management Group, Llc
Jan 2019 - Jun 2023
Cofounder & Financial Advisor
Market Street Wealth Management Group, Llc
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above.We are licensed in the following states: AL, AR, AZ, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI.
May 2004 - Dec 2018
Financial Advisor
W.S. Griffith
Jan 1988 - Apr 2004
3 education records
David Wise education
Bachelor Of Science (Bs), Finance
Masters Of Science In Financial Services (Msfs)
Education record
Cfp, Clu, Chfc
FAQ
Frequently asked questions about David Wise
Quick answers generated from the profile data available on this page.
What company does David Wise work for?
David Wise works for Trinity Wealth Management.
What is David Wise's role at Trinity Wealth Management?
David Wise is listed as Managing Partner at Trinity Wealth Management.
Where is David Wise based?
David Wise is based in Greensboro, North Carolina, United States while working with Trinity Wealth Management.
What companies has David Wise worked for?
David Wise has worked for Trinity Wealth Management, Wise Wealth Management Group, Llc, Market Street Wealth Management Group, Llc, and W.S. Griffith.
Who are David Wise's colleagues at Trinity Wealth Management?
David Wise's colleagues at Trinity Wealth Management include Gina Mccormick.
How can I contact David Wise?
You can use AeroLeads to view verified contact signals for David Wise at Trinity Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David Wise attend?
David Wise holds Bachelor Of Science (Bs), Finance from University Of North Carolina At Greensboro.
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