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Our Team at Morgan Stanley Asheville Branch

About Me

David specializes in working with high net worth investors, families and private companies in the areas of investment and risk management, financial planning and wealth transfer. With his experience in investment management, he and his team can help you translate your objectives in to strategies that make sense for you. We offer you a perspective developed over multiple market cycles, a thorough understanding of asset allocation and risk management, and an ability to refine your strategy as your needs and the financial markets change. In short, you will work with professionals who can provide a steady hand guiding you to your investment goals.

David earned is Wealth Advisory Specialist Designation in 2005 as well as his CERTIFIED FINANCIAL PLANNERTM designation in 2009. He has been the Branch Manager of the Asheville, NC branch office since 2013.

David attended Vanderbilt University in Nashville, TN earning a Bachelors Degree in Chemical Engineering and a Masters Degree in Engineering from Georgia Institute of Technology in Atlanta, GA.

He is Series 7,9, 10, 31,63 & 65 Licensed and maintains his Life, Health & Variable Annuity Insurance licenses.

David and his wife Jennifer have been married for 20 years and have 2 children, Ashley 15, and Henry 13.

He is a former Advisory Board Member of the Salvation Army Boys & Girls Club of Buncombe County, NC, and is active with Manna FoodBank, Boy Scouts of America, and Biltmore Church.

An avid outdoorsman, David enjoys hunting, fishing, golfing, boating and skiing.
Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1423921

Interested in a Career at Morgan Stanley?

Financial Advisors

Our Financial Advisor Associates are the lifeblood of the firm, and our experienced Financial Advisors are the beating heart. It's time to take your business to another level.

Experienced Professionals

If you're ready to advance your career, team up with global thought leaders, and make a real difference in the world, then you're ready to work with Morgan Stanley.

Branch Address

500 College St
Asheville, NC 28801
US
Branch:
(828) 255-7842(828) 255-7842
Toll-Free:
(800) 841-1462(800) 841-1462
Fax:
(828) 254-0302(828) 254-0302
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

CRC#2324683 12/2018