David W. Mize, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

David Mize is wealth management financial advisor based in Dallas, TX.

David joined CAPTRUST from South Texas Money Management in 2019. He serves as a vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.

Prior to joining the firm, David served as a relationship manager at South Texas Money Management. He earned his Bachelor of Science degree in economics from the University of North Texas and a Master of Business Administration degree in aviation management from Embry-Riddle Aeronautical University. He has worked in the industry since 2009.

Education

  • Master of Business Administration degree in aviation management from Embry-Riddle Aeronautical University
  • Bachelor of Science degree in economics from the University of North Texas

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Board Member, Bond Oversight Committee, Lewisville ISD
  • Member, Exit Planning Institute
  • Treasurer, Lewisville Education Foundation
  • Advisory Board Member, the University of North Texas College of Arts and Sciences
  • Council Member, Town of Double Oak, TX
  • Member, CrossTimbers Rotary
  • Finance Committee Member, Habitat for Humanity Denton County
  • Member, Facilities Advisory Committee, Lewisville ISD

Resources

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