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David W. Mize, CFP®

David W. Mize, CFP®

Vice President,
Financial Advisor

  • Dallas, TX
  • Undaunted Courage | The Right Stuff
  • Ronald Reagan, Winston Churchill, and Theodore Roosevelt
  • It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.
  • Integrity, conviction, and humility

Financial Advisors

David is wealth management advisor based out of Dallas, TX.

David joined CAPTRUST from South Texas Money Management in 2019. He serves as a vice president, 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
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