David M. Wash*, CPAFinancial Advisor
Phone: 770-698-4772 David is a native of Baltimore, Maryland and graduated from the Merrick School of Business. He relocated to Atlanta, GA in 2001. He joined Strategic Planning Group in 2003. In May 2011, David opened a branch office in Roswell, Georgia. David’s financial planning practice is committed to providing business owners, professionals, affluent individuals and their families with a comprehensive planning process to achieve their financial goals and objectives. David currently holds his Series 6, 7, 24, 63 and 65. David successfully passed the Certified Public Accountancy examination in 1987 on his first sitting. Prior to joining Strategic Planning Group David was a Senior Manager with KPMG, LLP and BearingPoint. David is a member of Fellowship of Companies for Christ International. He has served as a leader for Crown Financial Ministries. David is a member of the Roswell Rotary where he is actively involved in serving in the local community. His most recent service projects include the Habitat for Humanity, StarHouse Foundation, Roswell Memorial Day Celebration, Honor Air events and the Roswell Rotary Relays. David and his wife, Elizabeth reside in Roswell, Georgia and attend Johnson Ferry Baptist Church.
|
||
|
Three Ravinia Drive, Suite 1830 Phone: (770) 352-2200
|
*Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend and Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC. Three Ravinia Drive, Suite 1830, Atlanta, Georgia 30346, 770-352-2200. Hill Financial Group, LLC, and Strategic Planning Group are independent of HTK. HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our representatives are licensed to offer insurance and securities in our resident state of Georgia (GA), including other states. For additional licensing information please contact our main office number provided above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
A1RB-0722-04