• David Taylor, CFP®

    President

    Chief Compliance Officer

David joined McHam & Co. in 2001 as an advisor and became a partner in 2006. Prior to joining the firm, he spent 2 1/2 years with the Private Client Group of Merrill Lynch, where he worked with high net worth individual investors and corporate retirement plans. David is a 1998 graduate of Wake Forest University with a B.A. in Economics, holds the Certified Financial Planner® designation and serves on the boards of various local non-profit organizations.

David is the proud father of four wonderful children (Evans, Mae, Ann Tolly and Henry). His hobbies include golf, hunting, fishing and traveling.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.