David Wise, CFP®, CLU® CHFC® MSFS®

David Wise, CFP®, CLU® CHFC® MSFS®

Managing Partner

Since 1988 David assisted his clients with the wisdom and guidance to create comprehensive wealth management strategies.  David serves as a resource to individuals, families, business owners and executives, assisting them with decisions regarding their financial health. David's seeks to anticipate your needs before you do.

David is a Chartered Financial Consultant ChFC, Chartered Life Underwriter CLU, and Certified Financial Planner®. Some of the things he is proud of are being a member of are the National Association of Insurance and Financial Advisors, and the Society of Financial Services Professionals.  David has been honored as a *Top of the Table Qualifier for MDRT, which is recognized as the premier association of financial professionals.  Its members strive to demonstrate the founding principles of exceptional professional knowledge, strict ethical conduct, and outstanding client service.  He is also a perennial LPL Financial Master’s Conference qualifier which recognizes and rewards top tier LPL advisors based on annual production.

David and his wife Elaine reside in Eden, NC with their son Alex and 1 dog, Suzie. In his free time, David enjoys golf, tennis, fishing and most sports.  David is also active in his community involved in many charitable organizations and is a Wake Forest basketball fan. 

* MDRT Top of the table qualifiers have met higher production requirements. The Million Dollar Round Table (MDRT) is a global, independent association of the world’s leading life insurance and financial services professionals.