David Lineweaver is an institutional retirement plan financial advisor based in Raleigh, NC.

A driven, growth-oriented, and entrepreneurial professional, David has extensive experience in institutional wealth management as well as endowment and foundation management.

Known for his ethical approach and client focus, David has decades-long expertise in institutional equity sales, financial advisory services and real estate.

He earned a Bachelor of Science degree in business, with a focus on accounting and finance, from Southern Methodist University in University Park, Texas.

When not at work, David enjoys beach activities, tennis, and spending quality time with his dogs and family.