David Morais Email & Phone Number

Partner and Managing Director of Wealth Advisory @ RKL LLP

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David Morais Location

York, PA, US

David Morais Work

2025 - now Partner and Managing Director of Wealth Advisory @ RKL LLP
2018 - 2025 Senior Wealth Advisor | RKL Wealth Management LLC @ RKL LLP
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2010 - 2018 Sr. Private Client Advisor @ Wilmington Trust
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2007 - 2010 Financial Consultant @ M&T Securities, Inc.
2004 - 2007 Branch Manager @ M&T Bank

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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 3 emails and 2 mobile phone numbers on RocketReach.

David Morais Emails

Found 3 emails

David Morais Phone Numbers

Found 6 phone numbers

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