Broker Check
David Baucom

David Baucom

Wealth Advisor Managing Partner

A native of Cabarrus County, David graduated from the United States Naval Academy in 1997. After college, David served in the United State Navy for seven years. In 2003, David began his career as a wealth advisor helping clients pursue their dreams and financial goals.

As an independent LPL Wealth Advisor, David enjoys creating a complete financial blueprint that is customized to each client and developed to help them pursue their goals. David continues to provide his clients with objective advice and guidance no matter the circumstance or unique situation.

Ultimately, David’s goal is to develop life long relationships with each of his clients. David continues to offer the highest level of service to place the needs of his clients above all esle. David’s values of integrity, honesty, and commitment have been refined throughout the years as he has built his business to serve his clients.

David is married to the former, Vanessa Isenhour, and together they have two beautiful daughters, Maeve and Maggie. David is active in his Church, Harvest Community Church of Concord, NC and the surrounding community. Outside of the office, David enjoys spending time with his family at home and at the lake.