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Cheryl David, JD, AEP®, EPLS

Cheryl David, JD, AEP®, EPLS


Cheryl David has 17+ years of experience helping North Carolina families create estate and financial plans that protect their legacies and loved ones. She is a graduate of UNC-Chapel Hill, the University of Baltimore School of Law, and the prestigious Trial Lawyer's College presided over by Gerry Spence. A former Administrative Judge, Cheryl is certified as an Estate Planning Law Specialist by the ABA accredited Estate Law Specialists Board, Inc.  Her professional capabilities and years of experience have benefited over 4,500 clients and their families.  She has passed the FINRA Series 7 and 66 exams and has both the NC Life & Health and NC Long-Term Care insurance licenses.