David Winslow
Managing Director
- Role
- Managing Director at Choreo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Winslow
David is a Senior Wealth Advisor with Choreo. Prior to joining Choreo, David was a partner with RSM US LLP and a leader of their Southeast wealth management practice. Prior to RSM served as the Director of Financial Planning for Cherry, Bekaert, & Holland, L.L.P, a regional accounting firm, where he developed and implemented complex financial plans for high net worth families of the firm. David spent four years at the high net worth group of Merrill Lynch & Co. where he built a thriving planning and asset management practice serving affluent families, entrepreneurs, and Fortune 500 executives. David began his career at Wachovia Corporation, where he specialized in commercial and consumer lending and served in a leadership role with the merger integration team. David has more than 10 years of experience advising affluent families in the areas of estate planning and trust administration, investment management, philanthropic planning, and more.Specialties: • CERTIFIED FINANCIAL PLANNER™ • Member of the Financial Planning Association• Uniform Investment Advisor Law Series 65 • North Carolina Life & Health License• North Carolina Long-term care license
Experience
Managing Director
Mar 2022 — Present · Charlotte, NC, US
Education
Wake Forest University
Bachelor of Arts (B.A.)
1989 — 1993
Wake Forest University
BA, History
1989 — 1993
Skills
- Investments
- Alternative Investments
- High Net Worth Individuals
- Asset Management
- Financial Advisory
- Estate Planning
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- 401k
- Retirement Planning
- Tax
- Certified Financial Planner
- Financial Analysis
- Investment Advisory
- Investment Management
- Insurance
- Series 7
- Asset Managment
- Finance
- Due Diligence
- Iras
- Wealth Management
- Financial Planners
- Long-Term Care
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