David Monk

David Monk brings six years of wealth management experience and specialized expertise in financial planning, helping clients pursue their long-term financial objectives through thoughtful guidance and a personalized approach.

A 2018 graduate of East Carolina University, David earned a bachelor's degree in Hospitality Management with a minor in Business. Raised in Lexington, North Carolina, he grew up working in his family's restaurant, Lexington Barbecue, where he developed a deep appreciation for exceptional service, hard work, and building meaningful relationships. These principles continue to shape his commitment to delivering a high standard of care to every client he serves.

Outside of the office, David enjoys spending time with his wife and their dogs, traveling, spending time on the lake, and pursuing his passion for golf.