David Wilburn is a Managing Partner and Chief Investment Strategist at The Wealth Collective, where he helps simplify financial complexity and empower clients to make confident, values-driven decisions about their wealth.
Originally from Richmond, Virginia, and now based in Charlotte, North Carolina, David brings a grounded, relationship-focused approach to financial planning — shaped by his community roots and a deep respect for service.
As Chief Investment Strategist, he develops strategies rooted in simplicity, risk management, and long-term growth, tailored to each client’s unique goals. Whether guiding a business owner through transition or helping a professional plan for a lasting legacy, David blends technical expertise with clear, practical advice.
With nearly a decade of experience, he serves high-income professionals, entrepreneurs, and licensed practitioners across more than 20 states. He’s passionate about helping clients align their wealth with their values — not just to build and protect assets, but to live with clarity and purpose.
David holds the Chartered Financial Consultant (ChFC) designation and is currently pursuing the Certified Financial Planner™ (CFP®) certification.
He is actively involved in the community and currently serves as Treasurer of the National Association of Health Services Executives (NAHSE) North Carolina Chapter. His previous involvement includes serving on the Shenandoah University Board of Directors Alumni Association, as Treasurer of the Black Alumni Network, and as a mentor in the university’s Leadership and Mentorship Program. He has also contributed to organizations such as the National Black MBA Association, the Metropolitan Business League, and the Heart Math Tutoring Program.
Outside of work, David enjoys discovering new restaurants and staying active through fitness — valuing balance, discipline, and connection in all areas of life.