About David K Wilhelm
David focuses on 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 into 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 his CERTIFIED FINANCIAL PLANNER™ designation in 2009. He has been the Branch Manager of the Asheville, NC branch office since 2013. In 2024, he was designated a Morgan Stanley Family Wealth Director. The Family Wealth Director title is a distinction that fewer than 5% of the firm's 15,000+ Financial Advisors have earned. As a Family Wealth Director, David has advanced training in addressing concerns unique to ultra-high net worth families and business owners.
David attended Vanderbilt University in Nashville, TN earning a Bachelors Degree in Chemical Engineering. He then earned 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 over 25 years and have two children, Ashley and Henry.
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: OK, VI, WV, WY, WI, CT, MT, OH, NM, TX, FL, LA, AZ, CA, IL, GA, RI, SC, NE, ND, SD, MS, IN, PR, MI, KY, PA, OR, NJ, VA, MA, MN, CO, TN, WA, UT, NV, NY, ME, NC, AR, AK, AL, DE, DC, HI, IA, ID, KS, VT, MD, MO, NH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1423921
AR Insurance License #: 8510870