David Magee

David spent 30 years as a financial analyst at SunTrust Robinson Humphrey in Atlanta, Georgia. As a Managing Director/Senior Equity Analyst since 1992, David regularly conducted extensive market and financial due-diligence to generate detailed financial models and research reports on a variety of companies, highlighting the key macro and competitive attributes relevant to making investment decisions.

During his time at SunTrust, David was quoted in numerous newspaper and magazine publications, interviewed on CNBC and other TV/radio outlets for his views on changing market dynamics. In addition, David has been recognized by the Wall Street Journal and Thompson Reuters StarMine as a high performing equity research analyst.

David earned his Bachelor of Arts degree at Wake Forest University (Economics), an MBA degree at Georgia State University, and completed the rigorous Chartered Financial Analyst (CFA) distinction early in his career (1997).

Interviewed by Christopher Smith from PalmerHouse Property. David helps people get their business ready for sale. He is dedicated to helping sell small business, whether it’s for retirement or to be handed down to your children!

Atlanta Exit Planning Specialist David Magee headshot