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Our financial advice team


David Harrell, Financial Advisor serving the Lake Ridge, VA area - Ameriprise Advisors

David Harrell

Financial Advisor

Investment Specialist
Whitlock Wealth
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • Whitlock Wealth, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Member, Lake Ridge Rotary, Prince William Chamber of Commerce

Interests

Football, Ski Trips, Travel

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Whitlock Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.