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Photo of David P. Wilcox II, CPWA®

David P. Wilcox II, CPWA®

Financial Strategist

David serves as a Financial Strategist in the Charleston office. By offering bespoke advice to each client he helps individuals and families in West Virginia and across the country put meaning behind the money to achieve their goals. David also works closely with McKinley Carter's Investment Strategy Committee to provide ongoing due diligence on the firm's private market investment offerings. He also serves as specialist of our Illiquid Assets 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
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.

Read More
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.

Reach out for a consultation.