Meet Our Team

• 

  Kelly Anderson

  Office Manager & LPL Registered Sales Assistant

  Phone Number 803-386-0309

  Email Kelly@Davidwmg.com

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• 

  Greg David

  Founding Partner & Wealth Advisor

  Phone Number 803-386-0309

  Email Greg@Davidwmg.com

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Strategic Partners

• 

  Matt Dunn

  OSJ Supervisor

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• 

  Kevin Elvington

  Director of Marketing

  Phone Number 4045055608

  Email kelvington@stratoswp.com

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• 

  Dan Jacoby

  Chief Investment Officer

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• 

  Jacob Stewart

  Director of Information Technology

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