Loading...
Specialties
We are a plan focused practice and believe in the value of a well-constructed financial plan centered around your goals that plays offense and defense while providing flexibility to evolve with your life.
I grew up just outside Charlotte, NC on the west side of Lake Norman before attending Liberty University where I got my MBA in Marketing and was a member of the baseball team from 2014-2016. After college I began my career with NBC Sports in Orlando doing Social Media Marketing with Golf Channel from 2017-2019 before shifting gears and moving back to Charlotte to start with Northwestern Mutual in 2019. I have been building my practice ever since. Along the way I've acquired my RICP® and ChFC®, while expanding my client base coast to coast. I primarily onboard new high-earning young professionals (ages 25-45) and those in their critical 10 years (5 years before & after retirement).
♥
Always free for clients.
RICP, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. David Scoggins is an Insurance Agent of NM. Investment advisory services provided as an Advisor of Northwestern Mutual Wealth Management Company®, (NMWMC) Milwaukee, WI, a subsidiary of NM and a federal savings bank. Investment brokerage services provided as a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to Northwestern Mutual (NM), the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites. Please do not send orders for mutual funds or securities via email, as they cannot be processed. Your transmission of electronic mail to this address represents your consent to two-way communication by Internet email. If you received this in error, please contact the sender and delete the material from any computer on which it exists.