David Wealth Management Group
Banking and Finance, Financial Planning
Contact Information
801 N. Lake Dr., Suite 200Lexington 29072
Primary Contact Number: (803) 386-0309
Monday
8:30 am-4:30 pm
Tuesday
8:30 am-4:30 pm
Wednesday
8:30 am-4:30 pm
Thursday
8:30 am-4:30 pm
Friday
8:30 am-4:00 pm
Accepts the Chamber Gift Card
Business Representative
Mr. Greg David
Wealth Advisor
Email
Two generations of wealth management combine a team approach to offer access to the resources of LPL Financial and Stratos Wealth Partners to help you strive to build and preserve your wealth.
As a multi-generational family team, the David Wealth Management Group pledges to remain a constant in your life. Our team is committed to the same set of principles, along with a disciplined process and our above & beyond client service model designed to help organize your financial life, seek to preserve your wealth and move you forward toward your financial goals.
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