David Medlin, CFP®
David Medlin is a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of experience in the financial services industry. He launched Maven Wealth Consulting in 2015, forming a strategic relationship with LPL Financial and 360 Wealth Management.
David’s clients benefit from his distinct areas of expertise, including his in-depth knowledge of both the technical and fundamental aspects of investments, as well as the socionomic approach to market analysis. As the Financial Advisor for Maven Wealth Consulting, he works with individuals and business owners to help optimize their strategies for investments, insurance, tax planning, retirement income, estate planning, and charitable giving.
Beyond his impressive experience with financial management, David’s true success stems from his passion for helping his clients: getting to know them on a deeper level, understanding their specific needs, educating them about the opportunities available, and partnering with them long-term as they work to meet their financial goals.
In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, David is registered for Series 7 (General Securities) and Series 63 (Uniform Securities), and those registrations are held with LPL Financial. He is also registered for State Insurance (Life, Accident, Health and HMO). David is a graduate of the University of North Texas and holds a bachelor’s degree in Business.
David lives in Colleyville, Texas, with his wife and two daughters. He is active in his Home Owners’ Association, his church, and local politics. He has served as a Board Member for AFIL (the Association for Independent Living), which helps higher-functioning, mentally challenged adults to learn the skills for living on their own.
When he’s not studying the financial markets, David enjoys spending time with his family and friends, golfing, working in the yard, and listening to live music. He is also widely known for his wonderful sense of humor, and clients can always count on him to be ready with a great joke at any moment.
CONTACT 360 WEALTH MANAGEMENT
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
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