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David Winslow

Senior Wealth Advisor

David Winslow is a seasoned Senior Wealth Advisor with a wealth of experience in financial planning and wealth management. He currently holds a position at Choreo, where he leverages his expertise to assist affluent families with estate planning, trust administration, investment management, and philanthropic planning. Prior to joining Choreo, David held key positions at reputable firms such as RSM US LLP, Cherry, Bekaert, & Holland, L.L.P., Merrill Lynch & Co., and Wachovia Corporation. With over a decade of experience in advising high net worth individuals, David is well-versed in developing and implementing complex financial plans tailored to the unique needs of his clients.

Highlights

Aug 6 · linkedin

Great day today at our Choreo conference in Chicago! Can’t say enough about Marissa Fox-Foley Jim Botsford Ryan McClune and the entire marketing team in pulling it together. No one sees the hard work behind the scenes to make an event like this go. #OneChoreo

Nov 24 · linkedin

Check out this job at Choreo: Regional Vice President, Business Development

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Location

Charlotte, North Carolina, United States