We bring 30+ years of executive-level business experience, specifically in the construction industry, to Wilson David Investment Advisors. Over those careers, we procured, managed, and completed nearly $300,000,000 of government and private sector contracts. Our years of construction experience are rounded out by MBAs from the University of South Carolina and successful mastery of FINRA’s Series 65 financial advisor exam. Kathy is a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent, admitted to practice before the IRS. Martin is an investment advisor with deep knowledge of the markets.
Our financial and business experience, coupled with a skepticism born of being executive-level construction managers, has given us a realistic, practical outlook on life in general and investing specifically. We’ve tried to help as our craft workers and friends were swindled by financial scams or were charged high fees by advisors who passively managed their accounts. Now that we are registered financial advisors ourselves, we’ve made it our life mission to provide an alternative to the buy-and-hold mentality of many national wealth management firms. We actively manage your money by continually scanning the markets for undervalued assets and changing conditions so that you can take advantage of opportunities when they arise and know when to protect your gains and reduce your exposure to riskier asset classes. We are committed to helping you find the best ways to save, manage, invest, and grow your money.