David Talley

People tend to describe David as calm, curious, and the kind of person who makes complex things feel simple.

He built Talley Wealth on that same belief—that financial decisions should create confidence, not confusion. What matters most to him isn’t spreadsheets or markets; it’s helping people connect their money to a life that feels purposeful and free of guesswork. Clients often say they leave conversations with more clarity than they expected, which is exactly the point. Outside of work, David’s happiest on a golf course or at home in East Tennessee with his wife Kaitlyn and their kids. He loves a good book, a new idea, and any chance to be outdoors. He also serves on the board of CrushingIt.ai, a nonprofit making artificial intelligence practical for everyday people, and has shared ideas on the TEDx stage about clarity and decision-making.