David M. McInnis - MBA, CFP®, CIMA®

Principal & Co-Founder

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David McInnis MBA, CFP®, who grew up in the Carolinas and Georgia, is a principal and co-founder of the East Paces Group. He credits his family’s medical background for his structured, analytical, and research-oriented approach to investing and advising.

A graduate of Georgia Tech and its nationally-ranked business school with an MBA in Global Finance and Economics, David maintains the following accreditations: CFP® – CERTIFIED FINANCIAL PLANNER,™ and CIMA® — CERTIFIED INVESTMENT MANAGEMENT ANALYST®.

Before joining East Paces Group, David was a financial consultant for A.G. Edwards, now Wells Fargo Advisors, where he earned the firm’s Albert Gallatin Award. Next he joined Morgan Stanley as a Senior Investment Consultant and Senior Portfolio Manager. With more than 20 years of service in the investment industry, David provides wealth advisory services to private clients including families, retirees, and professionals.

David is dedicated to helping his community be a better place to live and work. His contributions include fundraising, serving on the board of directors for local charities, and being a very active member at Perimeter Presbyterian. In his spare time, he enjoys golfing, college athletics, and traveling. David and his wife Christina reside in Suwanee, Georgia.

Professional Affiliations

  • CERTIFIED FINANCIAL PLANNER®

  • CERTIFIED INVESTMENT MANAGEMENT ANALYST®

  • Investments and Wealth Institute ™

  • Life, Accident sickness and Health, Variable Products

  • Series 7

  • Series 31

  • Series 63

  • Series 65

Education

  • Master of Business Administration, Global Markets and Financial Analysis, Georgia Tech

  • Sport and Entertainment Management, USC

  • Finance, Cum Laude, KSU

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Jared Gold