David Belinkie, CFP®

“I’ve always had an appreciation for the value of money, and numbers come easily to me,” David Belinkie explains about his innate interest in the financial markets. “My dad is a financial planner, so I knew early on that I wanted to work in the financial field.” Soon after graduating from the University of South Carolina with a degree in Finance, David relocated to Charlotte to establish his own practice. In 2006, he attained the CERTIFIED FINANCIAL PLANNER™ professional designation.

Now, as an advisor with Spaugh Dameron Tenny, David is part of a thriving practice that focuses on the financial management needs of physicians and medical residents. “I enjoy working exclusively with the medical community,” says David. He adds: “What I particularly like about the collaborative nature of a practice like ours is that it allows every team member to contribute their unique skill set to client situations.” For David, the client relationship grows even deeper when the financial plan is put into action. He feels very strongly about educating clients so that they have all the information they need to make suitable decisions for their specific situation.

Once David has worked with a client to develop a financial plan, he remains actively involved in the implementation phase and ongoing monitoring of the plan. “I tend to worry about our clients, so they don’t have to,” he admits. “I believe our clients select our practice for our specialty but ultimately, they stay because of how we take care of them.”

Outside of work, this self-professed football fanatic enjoys as much time as possible with friends and family. He spends much of his time on the baseball field with his wife, Pam, watching their two children, Ryland and Hayden, compete. In addition, David, who comes from a long line of talented singers, has occasionally sung with the Charlotte Symphony Orchestra and/or other various organizations around town. Originally from Richmond, Virginia, David currently resides in Charlotte.