Would you like help creating a financially-confident retirement? Ask David Conner. He has the expertise to help you enhance your financial position, achieve financial growth, and lay the groundwork for retirement income while managing the risks that come with it.

David graduated from the University of North Carolina at Chapel Hill in 1988 with a double major in Economics and Political Science, and has the in-depth knowledge of financial issues that comes from over 32 years of professional experience. His experience and education enable him to assist retirees and pre-retirees with needs ranging from retirement and estate planning to long-term care strategies. His services encompass helping clients maximize Social Security benefits and correlating those benefits with other assets.

“My firm’s mission,” David says, “is to provide you with personalized service from our diversified team of associates to help you achieve your financial goals. We strive to form long-lasting relationships based on mutual trust and respect. We are passionate about helping clients avoid unnecessary risk with their hard-earned retirement assets.”

David’s professionalism has earned him numerous honors, including membership in the Million Dollar Round Table’s Top of the Table, considered the standard of excellence in the financial services industry. A greater tribute to him, though, is his firm’s loyal, growing clientele.

Away from work, David serves the community through his church and numerous civic organizations. He enjoys golfing, skiing and, above all, spending time with his wife and five children.