David Morgan


David Morgan


David joined Eastover in 2009 and brings over 25 years of experience in the investment, trust, and private banking industries.  As a Private Client Advisor, he worked with high net worth clients in all facets of family wealth management and planning.  David also is a member of our Investment Policy Committee.  A Charlotte native, he graduated with a Bachelor of Science from Appalachian State University.

Outside Eastover

David has been involved with the Mint Museum of Craft and Design, raising funds for the United Way and The Arts and Science Council, and currently assists with Loaves and Fishes. He is President of the Park Crossing Recreation Club in South Charlotte and President of the Delta Zeta Chapter of Pi Kappa Phi Alumni Association.

How Can We Help?

Send us a message and we'll follow up promptly to discuss your unique investment needs.


Investment Management for Individuals and Institutions Since 1988.

(704) 336-6818

Mon - Thurs 8:30am - 5pm

Friday 8:30am - 4:30pm

Closed on Weekends