David P. Wilcox II, CPWA®
Associate Financial Strategist
David serves as an associate financial strategist within the Charleston office. In addition to client advisory services, David provides operational support to the Charleston Advisory Team. He is also the coordinator for McKinley Carter's Risk Management Specialized Practice Group.
Licensing and Education
- Bachelor of Business Administration in Finance Marshall University
- Certified Private Wealth Advisor (CPWA®)
- Post graduate certificate from Yale School of Management for the course, "Wealth Management Theory & Practice"
- 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, and advanced wealth transfer strategies are just a few of David’s professional interests. In 2021, he earned the Certified Private Wealth Advisor (CPWA®) designation.
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.
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.