David began his career in the investment business over 30 years ago. He graduated Magna Cum Laude from Arkansas State University with a Bachelor of Science in Business Management degree in 1980 and from Cecil C. Humphreys School of Law, University of Memphis, with Juris Doctor Degree in 1985. He was admitted to the Tennessee Bar in 1986 and maintains an active practice emphasizing Tax and Estate Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR®, a Chartered Financial Consultant (ChFC®), and a Certified Divorce Financial Analyst® practitioner.

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David has built his personal and professional life on the principles of community service, civic leadership, and philanthropic investment. David began his community involvement with the PTA in his children’s schools. David was elected to the Shelby County School Board of Education in 1998 and served as chairman for twelve years. He was then elected as the Tennessee School Boards Association President. In April 2013, David became the President of the National School Boards Association. He has twice been honored as Tennessee School Board Member of the Year. In July 2012, David was honored by the Academy of Education Arts and Sciences as a recipient of the “Educators Voice Award,” and in September of 2013 he received the prestigious Bammy Award as “School Board Member of the Year.” In 2019, David was awarded the Invest in Others “Catalyst Award” for his work in public education through his non-profit, the American Pillars Education Foundation — a 501(c)(3) in which he serves has Executive Director.

In 2024, David was named to InvestmentNews’  Top Advisor list and AdvisorHub’s Advisors to Watch, recognizing his leadership and expertise in the industry. He has been featured on Forbes’  Best-in-State Wealth Advisors list from 2019 to 2024. His dedication to philanthropy earned him the Invest in Others Charitable Champion award from 2022 to 2024 and recognition as a ThinkAdvisor Luminaries Finalist for Community Impact in 2022 and 2023. Through his work, he continues to make a lasting impact in both the financial sector and the community.

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In 2024, David released his first authored book, Pillars of Purpose: Leadership Lessons for Achieving a Life of Significance. ​

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Read David's Curriculum Vitae (CV)

 

Learn more about David's community involvement here.

 

2024 InvestmentNews Top Advisor - 2024 InvestmentNews Top Advisors, created by InvestmentNews. Presented in January 2024 based on data gathered from September 2022-September 2023.  Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

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2024 AdvisorHub Advisors to Watch, created by AdvisorHub. Presented in 06/20/24, based on data as of 12/31/22 - 12/31/23.  Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information, click here.

 

2019-2024 Forbes, Best-in-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here.

2022 - 2024 Charitable Champion, Invest in Others Corporate Philanthropic Excellence Award Winner, created by Invest in Others Foundation. This award is based on the advisor's leadership, dedication, contribution and impact on a nonprofit organization and the community it serves. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.

2022 - 2023  Luminaries, ThinkAdvisor Community Impact, Finalist - 2023 ThinkAdvisor LUMINARIES Awards Finalist, Community Impact – Firms: Broker/Dealer category, created by ThinkAdvisor. Presented in July 2023 for the preceding 12 months. 37 firms were considered, 4 were named finalists in the Broker/Dealer category. Not indicative of firm’s future performance. Your experience may vary. For more information, please click here.