Michael Womble

About Michael Womble

I use my life-long experience and education to help our clients achieve their financial goals. Don\'t have a plan? Have a plan but would like a second opinion? Call me. Comprehensive wealth advisory services provided by the Vestal Financial Group with D.A. Davidson & Company.My past experience includes nearly forty years\' experience in private and public accounting including working in the distribution and construction industries as Controller/Chief Financial Officer and nearly thirty-five years\' experience in public accounting. I primarily worked in the areas of taxation, business valuation and litigation support services. In the litigation arena, I have experience in business valuation, divorce litigation services, dissenting shareholder litigation, financial/economic damages, breach of contract and business interruption cases. Business valuations have been performed for estate and gift tax, equitable distribution, stockholder dissent and appraisal, succession planning, employee stock ownership plans, merger and acquisitions, and corporate and/or personal financial or estate planning purposes. Credentials: Current: CPA - Certified Public Accountant; Investment Advisor - Series 7 and 66 Licenses; Insurance Licenses - Life, Annuities, Long Term Care. Formerly: ABV - Accredited in Business Valuation (AICPA); CVA - Certified Valuation Analyst (NACVA); MAFF - Master Analyst in Financial Forensics (NACVA); CFF - Certified in Financial Forensics (AICPA); ASA - Accredited Senior Appraiser (ASA); CGMA - Chartered Global Management Accountant (AICPA).

Experience

1. Financial Advisor

   D.A. Davidson Companies

   Sep 2024 — Present · Wilmington, NC, US

   I use my life-long experience and education to help our clients achieve their financial goals.

Education

• University of North Carolina at Pembroke

  B.S., Business Administration w/Concentration in Accounting

  1979 — 1982