David Haughton serves as Vice President of Engagement, focused on helping financial advisors more effectively incorporate estate planning into their client relationships. He works closely with advisors and industry partners to make estate planning more accessible, practical, and actionable, while helping expand engagement with Hargrove MSO’s estate planning solutions.
David has spent his career at the intersection of estate planning, financial planning, and advisor education. Most recently, he served as Vice President of Estate Planning at Carson Group. Previously, he was Senior Corporate Counsel at Wealth.com and Team Lead of Advanced Planning at Commonwealth Financial Network. He began his career practicing estate planning law in Massachusetts and New Hampshire.
David is also a frequent writer, speaker, and educator on estate planning topics. He has written extensively for Kitces.com and other industry publications and has been routinely featured on industry podcasts and webinars discussing estate planning strategies and their practical application for financial advisors.
David earned his J.D. and holds the Certified Private Wealth Advisor® (CPWA®) designation. He is licensed to practice law in the Commonwealth of Massachusetts and the State of New Hampshire, as well as before the U.S. District Courts for the Districts of Massachusetts and New Hampshire. Outside of work, he is a Boston sports fanatic and enjoys spending time with his family.