David Monroe, CFP®
Financial Planner
I am passionate about helping others live the life they desire, and I strive to create confidence in my clients' financial journey. I take pride in offering financial planning that covers everything from retirement income to investment advice, all tailored to an individual's needs and goals. My approach is about empowering you with the knowledge to make smart, informed decisions for a healthier financial future.
My journey started with a degree in Accounting from East Carolina University in 1989. I began my career as an Internal Auditor with the Federal Government for the first six years. Then, I worked as a Commercial Lender and City Executive in Banking for the next 22 years. In 2018, I decided to focus my life on helping others navigate their financial path—and joined Prudential to become a wealth advisor.
Outside of work, I am deeply connected to my community. I have served as President of the University-City Kiwanis Club of Greenville, NC, and the Rotary Club of Farmville, along with various roles with the Farmville Chamber of Commerce. I am married to Mary, and together we have raised two wonderful children, Will and Emily.