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David W

Series 63, Series 66

Waynesville, NC

LPL Financial

David Wilson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, and Hancock Investment Services. Outside of his advisory role, he is the owner of Southern Spoon Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

College savings (529s, UTMA, etc.)
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Joseph G

CFP®, Series 66

Waynesville, NC

LPL Financial

Joseph Grimsley is a CFP®-certified financial advisor with 13 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. and United Community Bank. He serves on the Towns County Board of Education and is involved in fishing tournament activities through High Stakes Fishing LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Kelly S

Series 66

Waynesville, NC

LPL Financial

Kelly Sparks is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms, including United Community Bank, Wells Fargo Clearing, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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