Skip to Main Content

David Lundregan, CWS

Vice President, Trust and Investment Business Development Officer

In the banking industry since 1985


  • Business Retirement Plan Services
  • Estate Planning
  • Individual Retirement Accounts (IRAs)
  • Investment Management
  • Trust Administration

Office Location

Columbus Office
200 Civic Center Drive, Suite 700
Columbus, OH 43215
More about this location


  • B. A., General Studies
    Capital University

Work Experience

  • Commercial Lending
  • SVP, Market Manager – Private Banking


  • Dublin A.M. Rotary
  • Liaison to Dublin Food Pantry
  • Has held series 7, 9 and 10 securities licenses
  • Member of the Professional Advisors group of the Delaware County Foundation

Request an Appointment

  • MM slash DD slash YYYY