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David P
CFA®, Series 63
Orange, VA
CWM, LLC
David Parkinson is a CFA® charterholder based in Orange, Virginia, with 23 years of experience in the financial services industry. He has worked at Greylin Investment Management Inc for over three decades and held roles at Pgi Wealth Management before joining CWM, LLC and Carson Wealth in 2026. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan services and transparent conflict-of-interest disclosures.
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