David Morais

Partner & Managing Director of Wealth Advisory at RKL LLP

📍 York, Pennsylvania, United States

David Morais serves as Partner and Managing Director of Wealth Advisory for RKL Private Wealth, specializing in financial, estate, and legacy planning for high-net-worth individuals and family businesses. A graduate of James Madison University, he holds both Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations.

Outside of his professional role, David is a family man who resides in York with his wife and three children. He enjoys traveling, playing golf, and dedicating his time to watching his children compete in various sports.

David has a notable focus on advising owners of closely-held family businesses on strategic alternatives, leveraging his specialized expertise in a critical niche.

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Current Role

Partner & Managing Director of Wealth Advisory

Location

York, Pennsylvania, United States

Personality Overview

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Priorities

Topics David cares about

High-Net-Worth Planning

He focuses on delivering highly personalized financial, estate, and legacy planning for affluent clients and their families.

Family Business Strategy

He has significant experience advising owners and operators of closely-held family businesses on strategic alternatives and exit planning.

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Career

Work history

1-2025

Partner & Managing Director of Wealth Advisory

RKL LLP

8-2018 - 2-2025

Senior Wealth Advisor | RKL Wealth Management LLC

RKL LLP

6-2010 - 7-2018

Sr. Private Client Advisor

Wilmington Trust

4-2007 - 6-2010

Financial Consultant

M&T Securities, Inc.

12-2004 - 4-2007

Branch Manager

M&T Bank

In the press

Media appearances

David M. Morais, CFP - Private Wealth Services - RKL LLP. Featured in RKL LLP (official website)

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RKL Expands Partnership with Five New Leaders. Featured in RKL LLP (official website press release)

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Education

1996 - 2000

BBA

James Madison University

Social presence

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David Morais

Topics David cares about

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