David Talley is the Founder & CEO of Talley Financial, where he helps individuals, business owners, and high-net-worth clients navigate financial planning with confidence. He leads the strategic direction of the firm while working closely with clients to build tailored wealth management strategies.

David began his career at one of the largest financial services firms in the country, gaining invaluable exposure to a wide range of advisors—both good and bad. Over the next decade, he immersed himself in financial education, witnessing firsthand the transformative power of smart financial planning. In 2020, he founded Talley Financial to offer his unfiltered, client-focused approach to wealth management.

David holds Series 6, 7, 63, and 65 investment licenses through LPL Financial, as well as life and health insurance licenses. As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®), he specializes in fee-based planning for small business owners and high-income professionals.

He lives in Johnson City, TN, with his wife and two kids, enjoying golf, hiking, reading, and traveling in his free time.

Join David Talley at “Tax Season Simplified: Tax Strategies for Every Stage of Life” on March 20, 2025, at Johnson City Public Library. Learn practical tax strategies for individuals and business owners to maximize savings and reduce tax burdens. Reserve your spot today!