David W. Blaylock, CFP®

David W. Blaylock, CFP® has held various leadership roles in the financial planning industry, overseeing teams of financial planners and creating innovative planning products. With a strong background in operations and client services, David has demonstrated expertise in training, mentoring, and providing strategic advice to both clients and internal teams. With a diverse educational background in communication and financial planning, David continues to expand their knowledge in wealth management through ongoing education.