David Hill

Biography

David enriches the financial advisory field with extensive expertise and a highly focused approach to training. He excels in guiding advisors towards becoming trusted figures for their clients and achieving their highest potential.

Professional Background and Industry Impact

With a strong background as a Financial Advisor at notable firms such as Integrated Wealth Solutions of Raymond James and SunTrust, David creates a stimulating and effective training environment conducive to student growth. His status as a former top producer and member of the Million Dollar Round Table illustrates his in-depth expertise, business acumen and ability to elevate an advisor's practice.

David champions the concept of an “Integrated Practice,” guiding advisors to discover their core values and principles, shaping their mission and storytelling, and clearly defining their service offerings. He focuses on creating structured, repeatable processes that align with advisors' goals and passions, transforming their approach to business.

Educational Background and Professional Credentials

David holds a B.S. in Business Administration from Liberty University and an Associate Degree in Military Science from Lynchburg College. His military background as a US Army Officer complements his financial expertise. He is a Certified Financial Planner (CFP), Certified Wealth Strategist (CWS), and holds Series 6, 7, and 65 licenses, along with Life, Health, and Variable Annuity certifications, showcasing his comprehensive knowledge and commitment to the field.