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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.

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Location

Charlotte, North Carolina, United States