My name is David Conley but my friends call me Dave. I am a Certified Financial Planner® who started in this industry in 1994. That was pre-internet for those under age 40, that is important to you because it means I have real world experience helping folks navigate stormy economic times.
My wife of 30 years (Rita) and I moved to the Upstate in 1998. We have 4 children (3 adopted) ranging in age from 12 - 40 plus a Cocker Spaniel name Izzy. We have a home + 3.5 acres southeast of the Five Forks area that keeps me busy most weekends (mow, trim, etc.).
Bachelors - Accounting / Business
Liberty
08/01/1982 -12/12/2014
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Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf