Local, independent financial guidance for families across Mississippi, Tennessee, and Arkansas. We sit at the table with you — not behind a 1-800 number.
Our Industry Partners
BROKER / DEALER
REGISTERED INVESTMENT ADVISOR
“We understand the importance of utilizing industry professionals to create and implement innovative wealth management strategies to deliver exceptional care and attention to our clients’ needs.”
Meet David
David J. Schwartz
Financial Advisor
6945 Ranch Ridge Cove West, Walls, MS 38680
Office: (662) 253-8406 | Fax: (662) 253-8630
When David started his career in the financial industry in 2005, he never forgot his humble beginnings that forged his strong work ethic and character. He ran a paper route at age 12, worked in a steel foundry at age 17, served his country honorably for eight years in the United States Air Force, worked his way through college as a dealer in the casinos and earned a Bachelor of Science in Business Administration from Christian Brothers University. Many of the people he met along the way struggled financially. This was the motivational factor that created a strong desire to make a definable difference in each and every client’s financial life. He had a passionate drive to help people attain their financial goals, and by using a little common sense, help them to live the lifestyle they’ve dreamed of.
In 2005, David became a financial advisor at Edward Jones. During his time there, he came to understand the importance of acting as his clients’ advocate and consistently exceeded their expectations. He also realized that, by not being able to offer independent investment holdings, he was not doing all he could for them. In 2011, he became the founding member of Champion Wealth Management, offering securities through LPL Financial, the nation’s largest independent broker/dealer.*
David is a financial professional and holds his Series 7 and 63 registrations through LPL Financial and his Series 66 through both LPL Financial and Visionary Square and a Life & Health insurance license. These credentials require David to act with a fiduciary responsibility by keeping his clients’ best interest first, while providing comprehensive financial guidance.
In his free time, David enjoys spending time with his son Donovan, playing chess, building cool stuff with Claude, and getting in a little fishing.
At Champion Wealth Management we use a six step financial planning process to establish a clear picture of your entire financial landscape to determine what can be accomplished together. This sounds easy enough, however uncovering the real reasons you want to build wealth and helping you articulate those thoughts with us can be a different story all together. For most people, money provides security and the freedom to make choices. For others, money is their source of power. After all, he who has the gold makes the rules. No matter which category you put yourself into, engaging in the financial planning process with us will help you improve upon potential areas of weakness in your current plan.
Your first conversation is about you — your goals, your concerns, your timeline. No pitch, no pressure. Just listening.
We collect a complete picture of your financial life — income, assets, liabilities, insurance, taxes, and what a great future looks like for you.
We assess where you stand today against where you want to be — identifying gaps, risks, and opportunities across your entire financial picture.
We build a personalized strategy addressing your full financial picture — investments, protection, retirement, and legacy — tailored to your life.
We put the strategy into action — coordinating investments, insurance, and accounts so every piece works together toward your goals.
Life changes. Your plan should too. We review your strategy regularly and adjust as your needs, goals, and the market evolve — for the long haul.
Our Services
Every service we offer is designed to educate first. When you understand your options, you make better decisions — and better decisions lead to a stronger financial future.
Hope for the best, plan for the worst. A solid emergency fund is the foundation of every strong financial plan — we help you build and maintain it.
Your ability to earn is your greatest asset. We help you protect, grow, and maximize your income — whether you’re self-employed, a business owner, or a W-2 earner.
Give your children the gift of a head start. We build education savings strategies that grow with your family and won’t derail your retirement.
Life insurance and income protection strategies that guard your family against the unexpected. Because the right coverage changes everything.
Personalized strategies built around your goals and risk tolerance. No proprietary products — just independent, objective guidance.
401(k) rollovers, pensions, and inheritance strategies — we help you build a retirement that lasts as long as you do.
Trusts, wills, and legacy planning designed to pass what you’ve built to the people and causes you love — efficiently and on your terms.
Life changes. Your plan should too. Regular strategy reviews mean you’re never left behind as markets, tax laws, and life events evolve.
Independent Advice. Institutional Resources.
Champion Wealth Management is an independent firm. Securities are offered through LPL Financial, the nation's largest independent broker-dealer and a publicly traded company (Nasdaq: LPLA), giving us access to institutional-grade technology, trading, and compliance infrastructure used by more than 22,000 financial advisors nationwide.
David Schwartz is a hybrid advisor — dually registered through LPL Financial and Independent Advisor Alliance (IAA) — giving you access to a broader range of planning strategies always aligned with your best interest.
Champion Wealth Management also operates under the supervision of Visionary Square, which provides an additional layer of daily oversight and accountability.
Knowledge is Your Greatest Asset
We believe an informed client is an empowered client. Our Tools page gives you access to financial calculators, market commentary, and educational resources produced by LPL Financial's research team — so you can stay engaged with your financial plan between meetings.
From retirement projections to college savings estimates, these tools help you explore your options and arrive at our conversations ready to go deeper.
Calculators
Retirement, college, investments, life insurance & more.
Market Updates
LPL Research commentary & economic outlook videos.
Account View
Check balances, review statements & track your progress.
Planning Topics
Educational videos on retirement, taxes, estate planning & more.
Rooted in This Community
Champion Wealth Management isn’t a national firm with thousands of clients. We’re local. Our clients are people we see at church, at the grocery store, at the ballfield, and at the 4th of July cookout.
That matters. Because when you call, you get David — not a call center.
Ready to Start?
A 30-minute conversation costs nothing and could change everything. No obligation, no pressure.
