David Brown

CFP®
Branch Manager, Financial Advisor
Certified Financial Planner™

Previous positions held:

  • Peoples Investment Services since 1996

Education:

  • University of Florida, BA Accounting 1984
  • College For Financial Planning CFP Professional Education Program 1999
  • Series 7,24,31,51,63,65 Life, Health & Long Term Care Insurance Licensed

Community Groups:

  • Newton Conover Rotary Club
  • Humane Society of Catawba County

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.