Greg David, a founding partner of David Wealth Management Group and Stratos Wealth Partners, is a highly experienced strategic resource of the Freitas Wealth Management Group. With 18 years of investment industry expertise, Greg specializes in retirement income planning and distribution, running a needs-based practice that prioritizes his client's individual financial goals.
Through a client-centered approach, Greg has built his financial practice by focusing on meeting the unique needs of each client and educating them on the fundamentals of successful wealth management. He believes in guiding clients through comprehensive financial planning and collaborates with their personal attorneys and tax professionals to ensure a holistic approach to their financial well-being.
Greg's clients value his unwavering commitment to always putting their best interests first. By fostering communication and accountability, he enables clients to confidently pursue their lives while confiding their financial matters to a dedicated advisor. At David Wealth Management Group, we believe that trust is the cornerstone of every successful relationship, and Greg firmly believes it should never be compromised.
Greg began his financial career in 2000 with Edward Jones and later joined A.G. Edwards, a predecessor firm to Wells Fargo Advisors, in 2005. In 2012, he joined Stratos Wealth Partners and formed David Wealth Management Group within the organization in 2017. This move allowed him to further elevate financial strategies and emphasize the personal relationships he strives to build with each client.
Committed to giving back to the community, Greg actively engages in various organizations in the Lexington community. He has served as a former President of the Rotary Club of Lexington and is involved in the Lexington Chamber of Commerce, the Knights of Columbus, and contributes his culinary skills to cooking and BBQ activities for his church, Rotary, and other organizations.
Greg resides in Lexington with his wife, Amy, and their two sons. Together, they embrace the community they call home and are dedicated to making a positive impact in both their personal and professional lives.
- Bachelor of Science, Baylor University
- Series 7 – General Securities License held through LPL Financial
- Series 63 and 66 – Uniform Securities Agent License held through Stratos Wealth Partners
- Life and Health Insurance Licensed