RKL Wealth Management Welcomes David Morais to Team
YORK, PA (August 30, 2018) – RKL Wealth Management LLC, a subsidiary of RKL LLP, is pleased to announce that David M. Morais, CFP®, has joined the firm as a Senior Wealth Advisor.
In his new role, Morais will to deliver highly personalized advice that helps clients achieve their financial goals. He specializes in financial, estate and legacy planning for high net worth and ultra-high net worth individuals and families. Morais also has significant experience advising closely held family businesses on strategic operational or ownership alternatives.
Morais’ nearly two decades of banking, financial services and wealth advisory experience most recently includes a senior advisory role at a national wealth management firm. He holds the Certified Financial Planner (CFP®) credential and earned his B.A. in Finance from James Madison University. Morais and his wife live in York with their three children.
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