Strategic Resources

Lexington Team

Greg David

Founding Partner/Wealth Advisor

803-386-0309

803-756-4613

greg@davidwmg.com

Greg David, a founding partner of David Wealth Management Group and Stratos Wealth Partners, is a highly experienced strategic partner of the Freitas Wealth Management Group. With 18 years of investment industry expertise, Greg...

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Jeremy Coliton

Wealth Advisor

(803) 386-0309

jcoliton@stratoswp.com

Jeremy is a strategic partner of the Freitas Wealth Management Group, bringing a fresh perspective and a strong commitment to client success. As a newly licensed advisor, Jeremy is eager to apply his knowledge and develop his expertise...

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Kelly Anderson

Office Manager/Registered Sales Assistant

(803) 386-0309

kelly@davidwmg.com

Kelly, a registered sales assistant with David Wealth Management Group and strategic partner of the Freitas Wealth Management Group, brings over 16 years of invaluable experience in the investment industry. As a key member of the team,...

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Karen Hiter

Marketing Director/Client Services Associate

(803) 386-0309

karen@davidwmg.com

Karen, a valuable member of the David Wealth Management Team and a strategic resource of the Freitas Wealth Management Group, serving as the Marketing Director and Client Service Associate. With a diverse background in sales and marketing,

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Chris Barnhill

Wealth Advisor

(803) 386-0309

chris@davidwmg.com

Chris is an executive vice president and wealth advisor with David Wealth Management Group and a strategic partner of the Freitas Wealth Management Group. His position as a wealth advisor allows him the privilege of witnessing...

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James Freitas

Wealth Advisor Assistant

803-393-2441

803-393-2436

jfreitas@freitaswmg.com

James Freitas is a dedicated wealth management assistant specializing in tailored insurance solutions for individuals and businesses. With a focus on fostering lasting client relationships, he actively contributes to community...
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