David Winchell

Managing Director, Private Wealth Advisor

For 29 years David Winchell has been advising clients on their wealth and finances providing confidence to those of whom he works with. To David, being an esteemed wealth manager is more than having the expertise to manage, grow and transfer one’s wealth, it’s having the innate ability to thoughtfully guide every client throughout all stages of life.

As a natural communicator, David works with diverse clients from all walks of life. As a well-respected wealth advisor in the financial industry, David sees it as his top responsibility to understand every aspect of his clients’ unique and often complex financial life.

David has a bachelor’s degree in Finance and was chosen to receive continuing education from Wharton. He also holds Series 7, 9, 10, 31, 63, and 65 through LPL Financial.

When not on the phone or meeting with clients about their financial wellbeing, you can find David spending time with his wife and three children, exercising at the gym, enjoying the outdoors or traveling with his family.