David M. Morais, CFP®
Partner/President
About David
As a Partner and President of RKL Private Wealth, David Morais delivers highly personalized advice designed to help clients and families achieve their financial goals with clarity and confidence. He specializes in financial, estate and legacy planning for high-net-worth and ultra-high-net-worth individuals and families, with a particular focus on aligning wealth strategies with each client’s personal values, long-term objectives and family priorities.
David was initially drawn to wealth management by a strong interest in financial planning and advising. Over time, he discovered a true passion for working closely with people, building meaningful relationships and helping clients pursue their personal and family goals. David is known for his thoughtful approach, strong listening skills and ability to identify what matters most to the families he serves. By helping clients uncover and explore their goals, values and potential roadblocks, David provides guidance that is both practical and deeply personal.
Over the past 15 years, David has developed extensive experience working with owners of closely held family businesses, helping them navigate both the financial and personal complexities of business succession. He has advised business owners and operators on strategic alternatives and understands the importance of integrating succession planning with broader family, wealth and legacy considerations.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
- B.A. Finance, James Madison University
Professional & Business History
- Dave joined RKL Private Wealth in 2018, bringing nearly two decades of experience in banking, financial services and wealth advisory. Prior to joining RKL, he worked as a Senior Advisor for a national wealth management firm serving high net worth individuals and families.
Professional Activities & Memberships
- Certified Financial Planner (CFP®)
Personal
In his spare time, David enjoys spending time with his wife, Jaime, and their three children. During the warmer months, he can often be found on the golf course, and he especially enjoys traveling with his family, particularly to the Caribbean.