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Haughton, David
Vice President of Engagement
Financial Planning/Tax Planning
Luminaries 2026 Impact Statement
David Haughton serves as Vice President of Engagement at Hargrove MSO, 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.
