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David P. Wilcox II
David Wilcox II serves as a Client Coordinator in our Charleston office. In this role, David provides client service and administrative support to our Charleston Advisory Team. David's background includes eight years of experience in the securities and insurance industry, including specialist applications of life insurance for trust and estate planning.
David is a graduate of Marshall University earning a Bachelor's degree in Business Administration and Finance.
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.