Meet Your Speaker: David Talley, CFP®, ChFC – Estate & Financial Planning for Johnson City & the Tri-Cities
David Talley is the founder and CEO of Talley Financial, a premier financial services firm based in Johnson City, TN, serving clients throughout Bristol, Kingsport, and the greater Tri-Cities region.
With years of experience helping individuals, families, and business owners achieve financial clarity and estate planning confidence, David is passionate about guiding his clients toward protecting their assets, minimizing taxes, and securing their legacy.
David began his career with one of the largest financial services firms in the country, where he gained exposure to a wide range of financial advisors and corporate financial strategies. Over the next decade, he dedicated himself to mastering wealth management, tax planning, and estate strategies, witnessing firsthand the transformational impact of personalized financial planning.
In 2020, he founded Talley Financial to offer a client-first, unfiltered approach to financial advice, focusing on customized strategies tailored to the needs of Johnson City residents and small business owners.
David specializes in fee-based financial planning, particularly for small business owners, high-net-worth individuals, and retirees in Johnson City and the surrounding areas.
He holds the Series 6, 7, 63, and 65 investment licenses through Cambridge Investment Research, Inc., along with life and health insurance licenses. As a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), David offers professional guidance in estate planning, tax-efficient investing, and long-term wealth preservation.
David lives in Johnson City, TN, with his wife and two children. When he’s not working with clients, you’ll find him playing golf, hiking the scenic trails around Johnson City, reading about financial strategies, or traveling with his family.
👉 Join David Talley for this exclusive estate planning webinar and learn how to take control of your financial future.
🔹 Exclusive Offer: Attendees receive 20% OFF our Essential Estate Planning Documents Package!
