Greg David

Greg David

Founding Partner & Wealth Advisor

Greg is a founding partner of David Wealth Management Group and Stratos Wealth Partners, which includes an outstanding team of professionals committed to providing our clients with responsive and highly personal financial guidance. Greg brings 18 years of experience in the investment industry to his clients and runs a needs-based practice which specializes in retirement income planning and distribution. He has grown his financial practice by focusing solely on his clients’ individual needs and educating them on the fundamentals of successful wealth management. In order to appropriately guide clients through all aspects of their financial planning, Greg also works directly with their personal attorneys and tax professionals when necessary.

Many of his clients simply seek a partner who always puts their best interests first, allowing them to confidently move on with the business of living their lives. David Wealth Management Group believes that trust – and the accountability it implies – is the cornerstone of any successful relationship and should never be compromised. Trust is far more than simply feeling comfortable with your advisor, having a plan in place or setting achievable goals. It’s the ability to set daily financial worries aside with the full confidence and knowledge that someone is looking out for you and your needs. Prior to joining Stratos Wealth Partners in 2012, Greg began his financial career in 2000 with Edward Jones. In 2005, Greg joined A.G. Edwards, a predecessor firm to Wells Fargo Advisors. In 2017, in order to build on the Stratos philosophy of elevating financial strategies and to emphasize the personal relationship that we strive to achieve with each of our clients, he formed David Wealth Management Group within the Stratos Wealth Partners organization.

Greg earned his Bachelor’s degree from Baylor University in Waco, Texas. He currently holds his FINRA Series, 7, 9, 10, 63 registrations through LPL Financial and 66 registration through LPL and Stratos Wealth Partners as well as his Life Insurance, Health Insurance and Annuity licenses. Greg believes in giving back to the community where he lives and works. He shares his time and expertise with various organizations in the Lexington community. Greg is a former President of the Rotary Club of Lexington, is involved in the Lexington Chamber of Commerce, the Knights of Columbus as well as his many cooking and BBQ activities for his church, Rotary and other organizations. He lives in Lexington with his wife, Amy and their two sons.

Greg David may only discuss and/or transact business with residents of the following states: CT, FL, GA, LA, MD, MO, NC, SC

Phone 803-386-0309