Greg David Email & Phone Number

I am a founding partner of David Wealth Management Group and Stratos Wealth Partners, which includes an outstanding team of professionals committed to providing our clients with responsive and highly personal financial guidance.We manage a needs-based practice that specializes in retirement income planning and distribution. We have grown our financial practice by focusing solely on our client's individual needs and educating them on the fundamentals of successful wealth management.Many of our clients simply seek a partner who always puts their best interests first, allowing them to confidently move on with the business of living their lives.At David Wealth Management Group, we believe that trust – and the accountability it implies – is the cornerstone of any successful relationship and should never be compromised. Trust is far more than simply feeling comfortable with your advisor, having a plan in place or setting achievable goals. It’s the ability to set daily financial worries aside with the full confidence and knowledge that someone is looking out for you and your needs. Specialties: - Financial Planning - Wealth Management - Investment Management - Advanced Retirement Planning 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.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal' Info section above.Investment advice offered through Stratos Wealth Partners, LTD., a registered investment advisor. David Wealth Management Group and Stratos Wealth Partners are separate entities from LPL Financial. Greg David may only discuss and/or transact business with residents of the followingstates: CT, FL, GA, LA, MD, MO, NC, SC.

Listed skills include Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, and 5 others.

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  Baylor University

  Business