(803) 359-6113

David Wealth Management Group


David Wealth Management Group

Contact Information

801 N. Lake Dr., Suite 200
Lexington 29072

Primary Contact Number: (803) 386-0309



8:30 am-4:30 pm



8:30 am-4:30 pm



8:30 am-4:30 pm



8:30 am-4:30 pm



8:30 am-4:00 pm

Accepts the Chamber Gift Card

Business Representative

Mr. Greg David
Wealth Advisor

Two generations of wealth management combine a team approach to offer access to the resources of LPL Financial and Stratos Wealth Partners to help you strive to build and preserve your wealth.


As a multi-generational family team, the David Wealth Management Group pledges to remain a constant in your life.  Our team is committed to the same set of principles, along with a disciplined process and our above & beyond client service model designed to help organize your financial life, seek to preserve your wealth and move you forward toward your financial goals.


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