Meet David Ratcliffe

David E. Ratcliffe, Senior Financial Services Representative, Principal Securities Registered Representative, Financial Advisor

David is a resident of Lewisville, NC and a native of Waynesville, NC who has focused his career on helping individuals, business owners to prepare for retirement. He specializes in retirement planning with a common sense, kind and consultative approach.

His approach breaks down complex concepts and solutions into understandable terms his clients feel comfortable implementing.

David holds a BS in Business Administration from the University of North Carolina at Chapel Hill, class of 1983.

He is a 2009 graduate of Leadership Winston-Salem, past board president The Little Theatre Winston-Salem, an active member of Mt. Tabor United Methodist Church in Winston-Salem, and a member of the F3 Men's workout group.

Fun Facts about David, he is a playwright: he has written and directed several plays for community and church presentations!  David also enjoys golf and UNC sports.

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