(803) 386-0309

Greg@DavidWMG.com

Greg David is a Founding Partner and Wealth Advisor affiliated with Stratos Wealth Partners. As a partner run organization, Stratos specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread throughout the country and affiliated with LPL Financial.

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Greg brings 12 years of experience in the investment industry to his clients, and runs a needs-based practice which specializes in retirement income planning and distribution. Greg has grown his financial practice by focusing solely on his clients’ individual needs, educating them on the fundamentals of successful wealth management. A collaborative professional, Greg also works directly with the attorneys and tax professionals his clients often have already engaged. Prior to joining Stratos Wealth Partners, Greg began his financial career in 2000 with Edward Jones. In 2005, Greg joined A.G. Edwards, a predecessor firm to Wells Fargo Advisors.

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Greg earned his Bachelor’s degree from Baylor University in Waco, Texas. He currently holds his FINRA Series 7, 9, 10 & 63 registrations through LPL Financial and series 66 registration through LPL and Stratos Wealth Partners, as well as his Life Insurance, Health Insurance and Annuity licenses. Greg believes in giving back to the community where he lives and works. He shares his time and expertise with various organizations in the Lexington community. Greg is actively involved in the Lexington Chamber of Commerce, the Rotary Club of Lexington as well as his many cooking and BBQ activities for his church and other organizations. He lives in Lexington with his wife, Amy and their two sons.