About
David Wilson is an accomplished Investment Advisor with over 20 years of experience in wealth management and financial planning. Most recently, he served five years as First Vice-President and Senior Investment Advisor at Merrill Lynch, delivering tailored investment strategies to high-net-worth clients. Prior to that, he spent a decade at Hancock Whitney Bank within the Private Bank, advising clients on preserving and growing wealth across generations. Known for his client-centric approach, David builds deep, trust-based relationships to provide personalized financial solutions.
Having recently relocated to Western North Carolina with his wife and five children, he co-owns a real estate investment firm, led by his wife, focused on restoring historic homes. In his free time, David enjoys exploring the region’s natural beauty with his family and dogs and visiting his son at Appalachian State University.
Having recently relocated to Western North Carolina with his wife and five children, he co-owns a real estate investment firm, led by his wife, focused on restoring historic homes. In his free time, David enjoys exploring the region’s natural beauty with his family and dogs and visiting his son at Appalachian State University.
