Broker Check
David L. Bolick, CFP®

David Bolick has over 26 years experience in the investment, insurance, and financial services industry.  He has developed a process, The BALANCE FORMula to help provide client portfolio management and investment advice as well as financial and retirement planning.

David graduated from the University of North Carolina at Charlotte in 1992 with a B.A. in Economics and launched Bryant & Bolick Services, Inc. in 2002.

David received his CERTIFIED FINANCIAL PLANNER™ designation in 2005, and delivers experienced advice as well as professional financial planning services. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

He also holds life, health and variable insurance licenses.

As a lifelong native of Rowan County, David has a strong sense of community. He enjoys supporting local charitable organizations and has previously served on the boards of the ARC of Rowan and the Rowan County YMCA.  David is an avid sports fan and hunter. He enjoys working out with his daughter, Megan, and bowling, pool time and video games with his son, Joshua.