MR. DAVID L. WILSON is the President of DLW Enterprise and Equifinancial LLC headquartered in Miami, Florida. His integrated group of companies provides investment strategies, insurance, pension, estate and tax planning, and real estate sales and construction development services to clients throughout the United States, including several prominent sports and entertainment figures and professionals.
He is the founder, President and CEO of Financial Service Organization, Inc., a personal and business financial planning company; The Real Estate Resource Group, Inc., a commercial real estate sales company; Digital Net Lending, a commercial lending firm; RERG Development LLC, a real estate development company that builds residential and commercial properties; and Equifinancial LLC, investment banking/Broker Dealer focused on private placements.
For more than 25 years, Mr. Wilson has built a distinguished record of community leadership. He formally served as a board member of the Adrienne Arsht Performing Arts Center for 19 years and was the Treasurer for 15 year of those years. Mr. Wilson is a past board member of the Florida Grand Opera’s Investment Policy Committee, the Carrie P. Meek Foundation, and currently has serves as the private sector representative on the Miami-Dade County Mayor's Finance Committee for the past 20 years, which reviews bond issuance and makes recommendation on bond underwriters for Miami-Dade County. Mr. Wilson is a past Vice President of University of Miami Alumni Association.
He is past University of Miami Medical Center of Adult Development and Aging Board of Directors and is a life member of the Alpha Phi Alpha fraternity. He severed on the national board of the Commercial Real Estate Committee for the National Association of Real Estate Brokers (NAREB). He has been a member of the Oppenheimer Funds Management as a Preferred Partner as the top mutual sales producer. Mr. Wilson has been recognized for his professional and community work, earning the “Up and Comer Award in Financial Services” by the South Florida Business Journal and Pricewaterhouse Coopers. He also has been recognized by Success South Florida Magazine as “Company of the Year,” in 2006 and was cited a President's Council qualifier for Oppenheimer Mutual Funds, and a Leaders' Club qualifier for the Guardian Life Insurance Company. Mr. Wilson is a frequent lecturer for national and regional groups on investments, financial planning, wealth accumulation and transfer, strategies for buying businesses, strategic financing, current economic issues, and other financial topics. Additionally, he has been a speaker for the Black MBA Association, the Black Lawyers Association, and the National Association of Black Accountants. Mr. Wilson is also the co-host of WMBM 1490 AM Radio show entitled “Business in the Black” and is fluent in Spanish.
Mr. Wilson earned a BBA degree in Finance from the University of Miami and obtained a Charted Life Underwriter and Chartered Financial Consultant (CLU and ChFC) from the American College. Mr. Wilson has security licenses series 7, 63 and 24 and is a member of the Financial Industry Regulatory Authority (FINRA). He is a licensed real estate broker, life and health insurance agent. Prior to establishing his companies, Mr. Wilson was a portfolio investment analyst at Southeast Bank, and then held the position as Vice President at National Planning Corporation, a holding company for the Guardian Life Insurance Company.