Broker Check
David E. Wilson, CPA

David E. Wilson, CPA

Financial Advisor

(864) 574-3620

(864) 574-3672

david@lmhtax.com

Education:

  • Graduate of Union High School
  • Graduate of University of South Carolina-Upstate with a BS in Business Administration
  • Graduate of Winthrop University with an MBA with a concentration in Accounting

Experience:

  • Practiced in public accounting since 2008
  • Joined the Lee, MacBay, Hamilton & Associates in 2011 and became a partner in 2019
  • Founded Summit Wealth Management in 2022
  • Holds Securities Licenses 7, 66 and is insurance licensed.

Civic Activities and Hobbies:

  • Member of Mt. Calvary Presbyterian Church
  • Loves traveling and spending time with wife and two daughters