David P. Wilcox II
Client Coordinator

David Wilcox II

Client Coordinator

David P. Wilcox II serves as a Client Coordinator in our Charleston office.  In this role, David provides client service and administrative support to our Charleston Advisory Team. 
David’s background includes eight years of experience in the securities and insurance industry, including specialist applications of life insurance for trust and estate planning.  He holds professional licenses in Life, Health, Accident & Sickness, Long Term Care, and Variable Annuities, as well as the Series 7, 6, 63, and 65. 

David is a graduate of Marshall University earning a Bachelor’s degree in Business Administration and Finance.  He is an Eagle Scout and serves as a mentor for the Boy Scouts of America. 
In his free time, David enjoys gourmet cooking, backpacking, and international travel.

Community Involvement

Boy Scouts of America