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Photo of David P. Wilcox, II

David P. Wilcox, II

Client Coordinator

David serves as client coordinator within the Charleston office. In addition to client advisory services, David provides operational support to the Charleston Advisory Team. He is also a member of our Risk Management Specialized Practice Group.

Licensing and Education

  • Bachelor of Business Administration in Finance Marshall University
  • FINRA Series 7, 6, 63, 65

Accomplishments and Honors

Prior to joining McKinley Carter, David spent a combined eight years with two of the largest insurance and brokerage firms in the industry. Specialized applications of life insurance for trusts, special needs and estate planning are just a few of David’s professional interests.

Community Involvement

As a recipient of the Eagle Scout Award, David serves as a mentor for the Boy Scouts of America. Among his favorite topics to teach are wilderness cooking and mountaineering. Outside of the office, David enjoys gourmet cooking, backpacking and international travel.

David’s Articles
Paper 3213924 1920 DP Wblog May2021

Small Business Continuity Planning: Have You Safeguarded YOUR Business?

Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.

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Close up of businessman throwing dice Gambling concept 1

Insuring Your Valuables Can Be Risky Business

Don't assume your valuables are fully covered under your homeowners policy -- Most limit or exclude coverage for artwork and collectibles. Learn more.

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A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

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