, CPA/PFS, CVA, CMAP, CM&AA
Managing Director - Tallahassee, FL
904.219.5750 phone
dwimberly@mcleanllc.com
David Wimberly is Managing Director of The McLean Group’s Tallahassee, FL office. He has more than 35 years’ M&A and accounting experience advising middle market business owners on business valuation, exit planning, investment strategies, risk management and asset protection. He also was the founder of a CPA and consulting firm.
A CPA, Mr. Wimberly holds BS and M.Acc. degrees from Florida State University and an MS in industrial and systems engineering (financial engineering concentration) from the University of Florida.
Professional Credentials
- CPA (Florida)
- FINRA Registered Representative (Series 7, 79)
- Personal Financial Specialist (PFS) through AICPA
- Certified Valuation Analyst (CVA) through NACVA
- Certified M&A Professional (CMAP) through MMIBA
- Certified M&A Advisor (CMAA) through the Alliance of M&A Advisors
Professional Memberships
- American Institute of CPAs (AICPA)
- National Association of Certified Valuation Analysts (NACVA)
- Middle Market Investment Bankers Association (MMIBA)
- Alliance of Merger & Acquisition Advisors (AM&AA)