“I really enjoy helping people making the most out of their financial situation.”– David Nifong
David is a seasoned financial advisor with a strong background in personal finance. After a successful career as a police officer, he transitioned into the financial industry in 2002. David's tenure at prominent banks enabled him to establish a trusted reputation through his work and commitment to his clients.
Since embarking on his journey as an investment advisor representative in 2015, David has been dedicated to providing his clients with a deep understanding of financial markets and investment planning. His primary focus is serving retired or soon-to-be-retired individuals, multi-generational families, and fellow small business owners.
David seeks to get to know his clients on a personal level and understand the emotions and logic behind their financial decisions. He strongly believes in ensuring that his clients understand the process behind their financial success, empowering them to make informed choices. With pride, he assists his clients in growing and preserving their wealth through tailored strategies involving tax planning and comprehensive financial plans. David holds his FINRA Series 7 and 66 as well as Life/Health and Medicare Supplement/LTC insurance licenses.
David lives in Charlotte, NC with his wife, and youngest of four children. His family has a tremendous impact on his life and career as an advisor. When he is not in the office, David enjoys playing basketball, going to the lake and the mountains, and spending time with his children.