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
- 2025 -now Partner and Managing Director of Wealth Advisory @
- 2018 -2025 Senior Wealth Advisor | RKL Wealth Management LLC @
- 2010 -2018 Sr. Private Client Advisor @
- 2007 -2010 Financial Consultant @
- 2004 -2007 Branch Manager @
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.
Top RKL LLP Employees
Sarah Fisher
President Emeritus, CFP
Lancaster, PA, US
Robert Gratalo
Partner, Tax Services Group
York, PA, US
Jonathan Clark
Partner, Tax Services Group
Lancaster, PA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co