David R. Crispin

Financial Planner


Professional Story

Insurance Strategies, Special Needs (ChSNC Required), Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Investment Strategies (Reg. Reps Only), Business Owners


David Crispin passionately serves Physicians, Faculty Members, and Business Owner clients, facilitating financial success through a comprehensive planning process, lifelong education and continuous strategy review.

David is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Special Needs Consultant.

He graduated from the Kenan Flagler School of Business at UNC Chapel Hill and received his financial planning certificate from the American College of Financial Services.

Outside of the office, David along with his wife, Erin enjoy spending time outdoors and on the farm with their pets, Salem, Adora, Maui and Angus.


Check the background of this investment professional on FINRA's BrokerCheck

MMC Financial Group - Chapel Hill

1829 E Franklin St #600C Chapel Hill, NC 27514
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MMC Financial Group - Chapel Hill Office