About David R. Esham
Dave Esham has worked as a Wealth Advisor with Morgan Stanley since he started in the investment business in 1995. During his tenure, he was recognized by Dean Witter with the National Sales Directors Award and Intercapital Sales Excellence Award. He has also been inducted into the Morgan Stanley Directors Club (00-03) Presidents Club (04-09) and Masters Club (10-12). The focus of Dave’s practice is in the areas of retirement and financial planning, managed money, and estate tax planning. Acting as a Senior Investment Consultant, he holds Series 7, 10, 9, 65, 63, 3, and 31 securities licenses, as well as the life insurance certification. Furthermore, Dave earned the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School of Business, which exemplifies his high level of financial consulting knowledge. Dave volunteers for charities such as Ducks Unlimited, Trinity's Appalachian Service Project, and for the betterment for the area; he was a past board member of the Salisbury Wicomico Arts Council and the Arts Institute and Gallery. Dave additionally has been awarded membership with the Greater Salisbury Committee, a group of local thought leaders.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282599