LAST CHANCE to get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
LAST CHANCE to get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
LAST CHANCE to get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

David Monteith

Senior Financial Planner

I am a Certified Financial Planner with over 16 years of industry experience. I have experience working with individuals at different stages in their financial journeys, and appreciate the opportunity to do so.

I currently reside in Rock Hill South Carolina with my wife, two boys, and our dog. Outside of work I enjoy anything outdoors and spending time with my family.

Education: The University of North Carolina at Charlotte, M.S., The University of North Carolina at Charlotte, B.A.

"The only man who never makes a mistake is the man who never does anything"- Theodore Roosevelt

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Get to know David

A boy and his dog

My boys

Disney 2023

Scooby

Who has had the greatest influence on your career?

My mother had the greatest influence on my career. She always taught me I can do whatever I put my mind to and has been there to support me every step of the way.

What’s the top destination on your must-visit list?

Finland

Where's your favorite place in the world?

Charleston, South Carolina

What are you passionate about?

I am passionate about my family and watching my boys grow up.