David Hart, CFP®
Partner/ Wealth Advisor
David has over two decades of experience in the financial industry. While he often helps clients establish and manage their investment portfolios as an LPL Investment Advisor Representative, David is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner who enjoys assisting his clients as they plan their financial futures. Striving for more knowledge with which to benefit clients, he recently attained a Master’s of Science Degree in Personal Financial Planning.
David attended UNC-Chapel Hill on a Morehead Scholarship earning degrees in Economics and Business Administration. An Asheville native, he enjoys spending time with his wife, Judy, and his two sons. A manager for the national championship 1982 UNC Basketball team, David follows Tar Heel athletics closely, and can be found on a golf course, or preferably, in a trout stream during his free time.