David Wilson, Cfp®
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David Wilson, Cfp® Email & Phone Number

Flagship Financial Advisor at Vanguard at Vanguard
Location: Charlotte, North Carolina, United States 4 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Vanguard
Role
Flagship Financial Advisor at Vanguard
Location
Charlotte, North Carolina, United States
Company size
19280 employees

Who is David Wilson, Cfp®? Overview

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Quick answer

David Wilson, Cfp® is listed as Flagship Financial Advisor at Vanguard at Vanguard, a with 19280 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for David Wilson, Cfp®.

David Wilson, Cfp® previously worked as Flagship Financial Advisor at Vanguard and Voyager Select Financial Advisor at Vanguard. David Wilson, Cfp® holds Bachelor Of Science - Bs, Accounting And Finance from Clemson University.

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Email format at Vanguard

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Vanguard

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Profile bio

About David Wilson, Cfp®

David Wilson, Cfp® is a Flagship Financial Advisor at Vanguard at Vanguard.

Current workplace

David Wilson, Cfp®'s current company

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Vanguard
Vanguard
Flagship Financial Advisor at Vanguard
valley forge, pennsylvania, united states
Website
vanguard.com
Employees
19280
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Company profile
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4 roles

David Wilson, Cfp® work experience

A career timeline built from the work history available for this profile.

Flagship Financial Advisor

Current
Vanguard

Charlotte, North Carolina, United States

Financial advisor for clients with $1,000,000 to $7,000,000 AUM

Aug 2018 - Present

Voyager Select Financial Advisor

Vanguard

Charlotte, North Carolina, United States

Financial Advisor for clients with $500,000 to $1,000,000 AUM

Jan 2016 - Aug 2018

Flagship Assigned Representative

Vanguard

Charlotte, North Carolina, United States

Oct 2013 - Jan 2016

Client Service Specialist

Vanguard

Charlotte, North Carolina, United States

Jun 2012 - Oct 2013
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts for 19280 employees →

LW Lontavious Walker Lontavious Walker Colleague at VanguardPhoenix, Arizona, United States View → CS Connor Shillady Connor Shillady Colleague at VanguardReading, Pennsylvania, United States View → AL Alan Lovas Alan Lovas Colleague at VanguardGreater Philadelphia, United States View → RI Raj Ishwar Chaudhari, Cfp® Raj Ishwar Chaudhari, Cfp® Colleague at VanguardFrisco, Texas, United States View → SC Sahesh Ch Sahesh Ch Colleague at VanguardIrving, Texas, United States View → AH Andrew Harmon Andrew Harmon Colleague at VanguardGreater Philadelphia, United States View → AP Andrew Parker Andrew Parker Colleague at VanguardCharlotte, North Carolina, United States View → OM Orlando Menjivar Orlando Menjivar Colleague at VanguardPhoenix, Arizona, United States View → JD Joseph Dipasquale Joseph Dipasquale Colleague at VanguardMohnton, Pennsylvania, United States View → ES Evan Stanley, Cfp® Evan Stanley, Cfp® Colleague at VanguardGreater Philadelphia, United States View →
1 education record

David Wilson, Cfp® education

FAQ

Frequently asked questions about David Wilson, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Wilson, Cfp® work for?

David Wilson, Cfp® works for Vanguard.

What is David Wilson, Cfp®'s role at Vanguard?

David Wilson, Cfp® is listed as Flagship Financial Advisor at Vanguard at Vanguard.

Where is David Wilson, Cfp® based?

David Wilson, Cfp® is based in Charlotte, North Carolina, United States while working with Vanguard.

What companies has David Wilson, Cfp® worked for?

David Wilson, Cfp® has worked for Vanguard.

Who are David Wilson, Cfp®'s colleagues at Vanguard?

David Wilson, Cfp®'s colleagues at Vanguard include Lontavious Walker, Connor Shillady, Alan Lovas, Raj Ishwar Chaudhari, Cfp®, and Sahesh Ch.

How can I contact David Wilson, Cfp®?

You can use AeroLeads to view verified contact signals for David Wilson, Cfp® at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did David Wilson, Cfp® attend?

David Wilson, Cfp® holds Bachelor Of Science - Bs, Accounting And Finance from Clemson University.

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