David Morais Email & Phone Number
Partner and Managing Director of Wealth Advisory @ RKL LLP
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Morais Location
- York, PA, US
David Morais Work
- Partner and Managing Director of Wealth Advisory @ (January 2025 - Present)
- Senior Wealth Advisor | RKL Wealth Management LLC @ (August 2018 - February 2025)
- Sr. Private Client Advisor @ (June 2010 - July 2018)
- Financial Consultant @ (April 2007 - June 2010)
- Branch Manager @ (December 2004 - April 2007)
David Morais Education
- James Madison University
BBA (Finance)
1996-2000
David Morais Summary
- David Morais, based in York, PA, US, is currently a Partner and Managing Director of Wealth Advisory at RKL LLP. David Morais brings experience from previous roles at RKL LLP, Wilmington Trust, M&T Securities, Inc. and M&T Bank. David Morais holds a 1996 - 2000 BBA in Finance @ James Madison University. David Morais has 2 emails and 5 mobile phone numbers on RocketReach.
Looking for a different David Morais?
Find contact details for 700 million professionals.
Others Named David Morais
David Morais
E-Commerce and OEM Sales Manager
Guelph, ON, CA
David Morais
CEO
United Arab Emirates
David Morais
Regional Marketing and Live Streaming Manager
São Paulo, SP, BR
David Morais
Senior Site Reliability Engineer
Natal, RN, BR
David Morais
President
Mooresville, NC, US
David Morais
Gestor de clientes
Vila do Conde, PT
Top RKL LLP Employees
Gregory Harp
Partner
Allentown, PA, US
Barry Pelagatti
Partner-In-Charge, Financial Services Industry Group
West Grove, PA, US
Wade Becker
Chief Revenue Officer (CRO)
United States
Ryan Hurst
Partner
Reading, PA, US
Wendy Lakatosh
Partner
Red Lion, PA, US
Eric Wenger
Managing Partner for Lancaster Office and Tax Partner
Lancaster, PA, US
Jason Hershey
President - Medical Billing
Mechanicsburg, PA, US
Mark Zettlemoyer
Partner
Lancaster, PA, US
Ruthann Woll
Partner
Bernville, PA, US
Robert Gantz
Partner
York, PA, US
Sarah Fisher
President Emeritus, CFP
Lancaster, PA, US
Duane Moyer
Partner
York, PA, US
Robert Gratalo
Partner, Tax Services Group
York, PA, US
Stephanie Kessler
Partner
York, PA, US
Jonathan Clark
Partner, Tax Services Group
Lancaster, PA, US
Michael de Stefano
Chief Operating Officer
Lancaster, PA, US
Rachel Sargent
Partner
Manheim, PA, US
Laurie Peer
President | RKL Wealth Management LLC
Reading, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co