David Heilman - Charleston, South Carolina

Certified Reverse Mortgage Specialist

Charleston, South Carolina

Financial Services

5-20

David is a Certified Reverse Mortgage Specialist (CRMP®) focusing on building relationships with financial institutions, senior service providers and other centers of influence in the community. He is also responsible for supporting the other team members and evaluating new financial products that could benefit potential clients.David attended Winthrop University where he received his bachelor’s degree in business administration. He began his career in the health care industry, working with older adults through a community outreach program designed to promote healthy and active living.

David went on to earn his master’s in business administration from Southern Wesleyan University before joining Franklin Funding in 2007.

An active member of the community, David has served on numerous boards including; the Lowcountry Senior Network, the South Carolina Aging in Place Coalition and the Mortgage Lenders Association of Greater Charleston. He is also a member of the Charleston Breakfast Rotary Club.

David lives with his wife Stacey in Summerville, SC.