David Wise

About David Wise

My story into the industry began at the height of the financial crisis. In 2008, I joined the Trust and Wealth Management program at Campbell University. It was then that I learned the importance of proper comprehensive financial planning. After graduating magna cum laude with a Master of Business Administration, I joined Hilltop in 2011.I became an advisor because I wanted to have a meaningful impact on people’s lives. I enjoy working with folks who have a passion for investing in something bigger than themselves. Whether it’s philanthropy, family, or friends, these people pursue life with a greater purpose.I\'m a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor℠ (CRPC®). At Hilltop, I head up our financial planning committee and I am the lead advisor on our business retirement plans.When I\'m not in the office, I love dancing to classic rock songs with my wife, Christen, and daughter, Shiloh. I\'m passionate about my faith and serve in the children\'s ministry at Summit Church. I love all things sports, and believe charcoal is the only way to grill or smoke

Experience

1. Partner

   Hilltop Wealth Advisors

   Feb 2024 — Present · Chapel Hill, NC, US

Education

• Campbell University

  Bachelor's Degree, Trust and Wealth Management, Minor in Financial Planning

  2006 — 2010

• Campbell University

  Master of Business Administration (M.B.A.)

  2010 — 2011