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David W. McMahan, MBA

David W. McMahan, MBA


David began his career as a financial advisor in 1999 after earning his MBA from Wake Forest University. He founded the independent financial advisory firm, McMahan Financial, LLC in 2010. McMahan Financial, LLC currently serves over 300 households and oversees approximately $300 million in assets.

David works with his clients to develop a financial plan balancing between saving for the future and enjoying their lives along the way.  David and his two sons, Luke and Jake, live in Belmont, NC. He enjoys playing golf, traveling and spending time on the water with his family and friends.

David holds the Series 7, Series 65, Life & Disability Insurance Licenses.