CRPC®

    David Manlove

    Financial Advisor

    Wells Fargo Advisors
    Charlotte, North CarolinaNo minimum minimum

    About David

    As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... We work to help clients with risks, fees, and taxes to live their best financial lives.

    Areas of focus

    Investment ManagementRetirement PlanningCash Flow AnalysisPortfolio Construction

    Credentials & background

    Designations

    CRPC®

    Education

    Accounting West Chester University of Pennsylvania (2010)

    Clients served

    Corporate ExecutivesDoctorsEntrepreneursBusiness OwnersHigh Net Worth IndividualsLGBTQ+Partners at Law FirmsHealthcare Workers

    The firm

    Wells Fargo Advisors