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David C
Series 66
Raleigh, NC
Wood Capital Investments LLC
David Carter is a financial advisor with Wood Capital Investments LLC in Raleigh, NC. He holds the Series 66 designation and has eight years of industry experience. Prior to founding his independent firm, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to the present, and was previously employed at Healthtrax Fitness and Wellness from 2015 to 2017. Wood Capital Investments LLC provides discretionary portfolio management and investment analysis to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis, employing both long- and short-term strategies, including market-timing techniques uncommon among solo independent advisors.
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