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Maynard & Associates Wealth Management

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Striving for Success by

Working together to invest for today…and tomorrow

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Striving for Success by

Working together to make the most of your 401(k)

The 401(k) Optimizer® helps you customize your 401(k), 403(b), or 457 by recommending what to buy, when to buy and when to sell.

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Striving for Success by

Working together to leave a legacy

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Open an investment account with as little as $500.

Start building your portfolio today

In only a few minutes, you’ll be invested in a diversified portofolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless.

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Meet David

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David L. Maynard, Founder and Wealth Manager

336.830.8445
david@maynardwealth.com

Born and raised in Winston-Salem, David earned his undergraduate degree in political science from the University of North Carolina at Chapel Hill, his master’s in broadcast journalism from the University of Missouri, and his MBA from Vanderbilt University. 

David has built a successful career in the financial services industry as both a financial advisor at various firms and as manager of the brokerage and Trust areas at Southern Community Bank and Trust. David’s knowledge has been sought by both local television and print reporters, appearing in news stories on FOX8 and WXII-TV and articles in The Triad Business Journal, Winston-Salem Monthly Magazine and American Banker Association Magazine. Peers have also called upon him to speak at industry conferences regarding topics such as insurance and financial planning.

Before entering the financial services industry, David was an accomplished television reporter for close to a decade. David’s experience interviewing folks from all walks of life, including country music stars and a former President of the United States, has helped him learn to ask, and listen. And care about their stories.

David and his wife, Stephanie, live in Winston-Salem.  David enjoys spending his free time with his wife and their two children.

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Elizabeth Swanson

Social Security Planning Manager

336.830.8445
elizabeth@maynardwealth.com

Elizabeth Swanson recently joined the firm after working for the Social Security Administration for more than 12 years in roles that included service representative and claims specialist. Elizabeth focuses on helping clients understand the Social Security Administration’s process and fully evaluate their filing options, arrive at a filing strategy and file for their benefits. Originally from Michigan, she earned her bachelor’s degrees in psychology and sociology from Central Michigan University. Elizabeth and her husband, Jaime, moved to Winston-Salem last year when Jaime accepted a position at Wake Forest University Baptist Health.

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  •   336.830.8445
  •   david@maynardwealth.com
Address:
500 West 5th Street
Suite 800
Winston-Salem, NC 27101

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