David M. Morais, CFP®
Managing Director, Wealth Advisory
About David
Dave serves as Managing Director of Wealth Advisory for RKL Private Wealth. In his role, he focuses on delivering highly personalized advice to help clients achieve their financial goals. He focuses on financial, estate and legacy planning for high net worth and ultra-high net worth clients and families. He has significant experience advising owners and operators of closely-held family businesses on strategic alternatives.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
- B.A. Finance, James Madison University
Professional & Business History
Dave joined RKL Private Wealth in 2018, bringing nearly two decades of experience in banking, financial services and wealth advisory. Prior to joining RKL, he worked as a Senior Advisor for a national wealth management firm serving high net worth individuals and families.
Professional Activities & Memberships
- Certified Financial Planner (CFP®)
Personal
Dave and his wife, Jaime, reside in York with their three children. In his free time, Dave enjoys travel, golf and watching his children compete in various sports.