Investment Advisor Representative
With nearly 50 years of experience in the financial services industry, David Potts is committed to building meaningful long-term relationships, one client at a time. He attributes his longevity in the field to a passion of helping families and business owners build their financial freedom. David is focused on striking the right balance of growth and protection, empowering each client with confidence in their future.
David approaches each situation uniquely, bringing the skills, knowledge and experience required to help his clients meet their established goals. As a designee of both the CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant), he understands his education is instrumental to his clients’ financial education. He helps his clients manage their assets and plan for a secure retirement, providing comprehensive financial management solutions. David’s personal goal is to become a lifetime resource for each and every client.
As a resident of Dunwoody, GA, for 42 years, David is a Member of Kingswood United Methodist Church. He is an Alumnus of the University of North Carolina and is passionate about the North Carolina Tar Heels. David enjoys traveling the globe in pursuit of the perfect photo opportunity.