Greg David is a founding partner and wealth advisor at David Wealth Management Group and Stratos Wealth Partners, where they have led a team dedicated to providing personalized financial guidance since 2012. With a strong focus on retirement income planning and a commitment to client needs, Greg has built a needs-based practice that prioritizes trust and accountability. Prior to their current roles, they served as a branch manager at Wells Fargo Advisors and held various positions in the financial services sector, beginning with Edward Jones in 2000. Greg holds a degree from Baylor University, where they studied from 1988 to 1993.
This person is not in the org chart
This person is not in any teams
This person is not in any offices