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Our financial advice team


David Monckton

David Monckton

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Carolinas Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Interests

  • Spending time with his family, playing games on the beach
  • Training and participating in triathlons
  • Watching Clemson football

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Clemson University
  • Bachelor of Science, Finance