Before founding Fidelis Wealth Management, David was a Financial Advisor with UBS Wealth Management where he developed a comprehensive wealth management practice. His previous corporate roles include Senior Vice President with Bank of America, and several years as a Global Operations Leader in GE’s Plastics Division. Prior to his business career, David served twenty years on active duty as a U.S. Marine in a variety of leadership roles across the world.
David is a graduate of the University of Florida with a Bachelors Degree in Economics. He also earned a Master’s of Science in Management and Econometrics from the Naval Post Graduate School. David holds the Series 7 and 66* general securities registrations and the Series 24* securities registration as a General Securities Principal. He is licensed to provide life insurance, annuities, disability, health, and long-term care insurance for his clients.
David is active in several organizations in the Triangle area including the Community Music School, Hospice of Wake County, The Caring Community Foundation, The Catfish Hunter Chapter of the ALS Association, and the University of North Carolina’s Par Center for Ethics. David is also a member of the Service Corps of Retired Executives, and the Financial Planning Association.
*Securities registrations are held with LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Fidelis Wealth Management
Fidelis in Latin means faithful. And although it is part of the U.S. Marine Corps motto Semper Fidelis, meaning Always Faithful, and our founder is a Marine, we actually named the company Fidelis Wealth Management at the recommendation of one of our client focus groups.
The group determined that Fidelis best represented our wealth management practice as described in the definition of faithful:
Worthy of trust or belief and confidence; comfortable with truth of fact; exact; accurate.
Firm adherence to promises, oaths, contracts, treaties, or other engagements.
Unswerving adherence to a person or to the oath or promise by which a tie was contracted.
Implies a firm resistance to any temptation to desert or betray, loyal to the end.
Suggests fortitude and resolution in adherence and imperviousness to influences that would weaken it. Implies a steady and unwavering course in allegiance, or conviction.
Synonyms -- Trusty; honest; upright; sincere; veracious; trustworthy.
We are honored to be Fidelis Wealth Management.