2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
- With CAPTRUST Since 2022
- 910.791.1437
-
5535 Currituck Drive #110
Wilmington, NC 28403
David R. Hartness, AIF®, CFP®, ChFC®, CLU®
Principal,
Financial Advisor
- Fayetteville, NC
- The Bible
- Jesus, Abraham Lincoln, and Winston Churchill
- Treat others the way you want to be treated.
- Integrity, tenacity, and patience
Financial Advisors
David Hartness is a wealth management financial advisor based in Wilmington, NC.
David joined CAPTRUST in 2022 and has been in the industry since 1989. He serves as a principal and financial advisor, and his primary focus is serving as his clients’ personal CFO. Based on a holistic team approach, David works with our staff and outside professionals such as attorneys and CPAs to ensure clients’ portfolios are integrated with their tax and estate planning. He holds a Bachelor of Arts degree in psychology from Wake Forest University.
Outside of work, David enjoys playing tennis, working out, boating, fishing, and volunteering.
Education
- Bachelor of Arts degree in psychology from Wake Forest University
Industry Designations
- Accredited Investment Fiduciary® (AIF®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter (CLU®)
Memberships
- Elder, Myrtle Grove Presbyterian Church
- Chair, Wake Forest Alumni Steering Commitee
- Member, First Fruit Ministry Community Advisory Board
News & Resources
Wealth Management
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
