Our Mission
An investment advisor since 1991, David focuses on providing recommendations based on each client's individual needs and objectives. He delivers personalized education allowing clients to understand and implement investment strategies that are consistent with their life goals. With his accounting and financial planning background, David has constantly kept risk management as the major principle of the services he delivers to his clients.
After graduating with honors from Wofford College with a B.A. in Accounting, he began his career in the financial industry as a CPA with KPMG where he specialized in retirement and estate planning. David was a financial advisor with Smith Barney, UBS (formerly J.C. Bradford), and Raymond James (formerly Morgan Keegan), prior to joining Janney Montgomery Scott in 2019.
Originally from Clemson, he lives with his wife, Leslie, in Greenville. David and Leslie have been actively involved in church leadership over the years, and currently attend St. Paul's Anglican Church. They have 2 adult sons, David Jr. and Matt. David Jr joined the Luke Capital Management team at Janney in 2021. David enjoys playing golf and tailgating with family and friends at Clemson football games.
David Jr. joined the Luke Capital Management team in 2021. His responsibilities include product and market research; model portfolio trading, analysis, and maintenance; client outreach and engagement; and assistance in preparation of financial plans.
David Jr. is a graduate of Clemson University where he earned a B.S. in Marketing. He previously worked as an Underwriter for high net worth accounts at PURE Insurance in both Charleston, SC and Atlanta, GA before returning to Greenville to join his father at Luke Capital Management. David Jr. enjoys spending time outdoors with his wife Maddie, along with their two dogs Campbell and Rosie. He also enjoys spending time with friends and family at Clemson football games.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.
Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.
Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.
Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.
He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.
Ed advises Janney clients and their families through their unique investment journeys by providing advanced estate planning, wealth transfer, and income tax planning strategies. In addition, Ed develops tailored financial planning for high-net-worth clients by reviewing their complex needs and goals to help ensure their legacy benefits the heirs and charities they care about the most.
Ed has a diverse financial background with over three decades of varied experience including serving as a principal for a national public accounting firm, trust counsel for major financial institutions, and as a practicing trusts and estates lawyer. He has extensive experience in estate, fiduciary, and individual income tax planning for ultra-high net worth clients. He also has significant experience with asset protection planning, closely held business owners, and entity structuring.
Ed was previously a practicing tax and estate planning lawyer in Connecticut and Florida and has been a frequent speaker at seminars on various tax, financial, and estate planning topics. He previously served on the editorial advisory board for a national estate planning publication, and has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.
Ed received his J.D. from Quinnipiac University and his B.B.A. in Accounting from St. Bonaventure University. His professional affiliations include East Coast Estate Planning Council; The Florida Bar, Member RPPTL Section; New York State Bar Association; Connecticut State Bar Association; Boca Raton Estate Planning Council, Board Member; South Palm Beach County Bar Association; and United States Tax Court. He has served, or is serving, on the board of directors or committees for various community organizations including America Red Cross; Boca Raton Historical Society; Boca Raton Museum of Art; Greater Boca Raton Chamber of Commerce; Humane Society of Broward County; Leaders in Furthering Education; Leukemia and Lymphoma Society; and State of Israel Bonds Corporation.