David S. LeCompte


Financial Advisor / Member Owner

My entire approach is designed to help make a client’s life easier and more rewarding. When I can help a client define their dreams, develop their plan and measure their progress, I know we’re on the right track.

101 25th Street North Suite 100 Birmingham, AL 35203

David has been involved in the financial services industry since 2005. He was a financial advisor for Bridgeworth from 2012 until it joined with Savant in 2023.

David earned a bachelor of science degree in finance from Troy (AL) University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM (CRPC®), a Certified Fund Specialist® (CFS®), and a Retirement Income Certified Professional® (RICP®). David is a member of the Financial Planning Association of North Alabama and the Hoover-Metro Kiwanis Club.

David serves on the board of directors for the Community Food Bank of Central Alabama and Magic Moments. A native of Enterprise, AL, he attends the Church of the Highlands – Riverchase campus. He enjoys playing golf and is the proud parent of “Money” the dog.

Education &

  • Troy (AL) University
    Bachelor of Science in Finance
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Certified Fund Specialist® (CFS®)
  • Retirement Income Certified Professional® (RICP®)

Affiliations &
Community Service

  • Financial Planning Association of North Alabama – member
  • Hoover-Metro Kiwanis Club – member
  • Community Food Bank of Central Alabama – board member
  • Magic Moments – board member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.