David P. Wilcox II CPWA®

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 the University of Oxford Saïd School of Business for completion of the Oxford Private Markets Investments Programme
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.

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

Risk Management

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.

Close up of businessman throwing dice Gambling concept 1

Risk Management

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.