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David began his career in financial services in 2011 and has spent over a decade helping people navigate the complexities of retirement. After gaining experience at two firms, he founded Clients Excel in 2018 with a clear mission:

To help good people make wise financial decisions so they can excel in retirement with confidence.

Many individuals approach retirement with uncertainty around income, taxes, and market risk. David serves as a guide, helping clients simplify these decisions and avoid costly mistakes through thoughtful planning and clear strategies.

He holds a Bachelor of Science from Liberty University, is a Series 65 investment adviser, and is licensed in health and life insurance across multiple states.

David also shares ongoing insights through a weekly newsletter designed to bring clarity and perspective to retirement planning.

Outside of his work, David enjoys life with his wife Mallory, their daughters Amelia and Ansley, and their rescue dog Oscar. He is active in his church and serves on the board at Oakbrook Preparatory School.

At Clients Excel, we believe in helping clients demystify the complexities of retirement planning and in finding the right strategy to their unique challenges. Retirement should a time of adventure and fun, not a time of stress and worry. Together, let's create a plan you can be confident in. We help good people make wise financial decisions so that the may excel in retirement with confidence.

Tony is the founder and lead financial advisor of ACM Wealth Management. He is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute.

Tony has been named a Five Star Wealth Manager eight times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.

Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback.

He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005.

Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions.

Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.

Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER^™ Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs.

Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal.

Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.