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David Morais Email & Phone Number
Partner and Managing Director of Wealth Advisory
at
RKL LLP
1 work email found
@rklwealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Managing Director of Wealth Advisory
Location
York, Pennsylvania, United States
Company size
Who is David Morais? Overview
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Quick answer
David Morais is listed as Partner and Managing Director of Wealth Advisory at RKL LLP, a with 392 employees, based in York, Pennsylvania, United States. AeroLeads shows a work email signal at rklwealth.com and a matched LinkedIn profile for David Morais.
David Morais previously worked as Senior Wealth Advisor | RKL Wealth Management LLC at Rkl Llp and Sr. Private Client Advisor at Wilmington Trust. David Morais holds Bba, Finance from James Madison University.
Company email context
Email format at RKL LLP
This section adds company-level context without repeating David Morais's masked contact details.
{first_initial}{last}@rklwealth.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Morais. Compare company email patterns before reaching out.
Profile bio
About David Morais
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.
Listed skills include Wealth Management, Consumer Lending, Series 7, Investment Advisory, and 7 others.
Current workplace
David Morais's current company
Company context helps verify the profile and gives searchers a useful next step.
Rkl Llp
5 roles
David Morais work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor | Rkl Wealth Management Llc
Sr. Private Client Advisor
Jun 2010 - Jul 2018
Financial Consultant
Apr 2007 - Jun 2010
Branch Manager
Dec 2004 - Apr 2007
Team & coworkers
Colleagues at RKL LLP
Other employees you can reach at rklcpa.com. View company contacts for 392 employees →
LN
Laura Naum, Phr
Colleague at Rkl LlpWhitehall, Pennsylvania, United States
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MT
Michelle Trostle
Colleague at Rkl LlpReading, Pennsylvania, United States
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CD
Cody Davies
Colleague at Rkl LlpLiverpool, Pennsylvania, United States
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JR
Jack Rafuse
Colleague at Rkl LlpLancaster, Pennsylvania, United States
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QD
Quinn Dougherty
Colleague at Rkl LlpPhiladelphia, Pennsylvania, United States
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CS
Casey Shillabeer
Colleague at Rkl LlpLancaster, Pennsylvania, United States
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JS
Jason Skreppen
Colleague at Rkl LlpMechanicsburg, Pennsylvania, United States
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LS
Luis Suriel
Colleague at Rkl LlpLancaster, Pennsylvania, United States
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TH
Tiara H.
Colleague at Rkl LlpUnited States
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AR
Andrea Rudolph
Colleague at Rkl LlpWalnutport, Pennsylvania, United States
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Laura Naum, Phr
Colleague at Rkl LlpWhitehall, Pennsylvania, United States
View →
MT
Michelle Trostle
Colleague at Rkl LlpReading, Pennsylvania, United States
View →
CD
Cody Davies
Colleague at Rkl LlpLiverpool, Pennsylvania, United States
View →
JR
Jack Rafuse
Colleague at Rkl LlpLancaster, Pennsylvania, United States
View →
QD
Quinn Dougherty
Colleague at Rkl LlpPhiladelphia, Pennsylvania, United States
View →
CS
Casey Shillabeer
Colleague at Rkl LlpLancaster, Pennsylvania, United States
View →
JS
Jason Skreppen
Colleague at Rkl LlpMechanicsburg, Pennsylvania, United States
View →
LS
Luis Suriel
Colleague at Rkl LlpLancaster, Pennsylvania, United States
View →
TH
Tiara H.
Colleague at Rkl LlpUnited States
View →
AR
Andrea Rudolph
Colleague at Rkl LlpWalnutport, Pennsylvania, United States
View →
1 education record
David Morais education
FAQ
Frequently asked questions about David Morais
Quick answers generated from the profile data available on this page.
What company does David Morais work for?
David Morais works for RKL LLP.
What is David Morais's role at RKL LLP?
David Morais is listed as Partner and Managing Director of Wealth Advisory at RKL LLP.
What is David Morais's email address?
AeroLeads has found 1 work email signal at @rklwealth.com for David Morais at RKL LLP.
Where is David Morais based?
David Morais is based in York, Pennsylvania, United States while working with RKL LLP.
What companies has David Morais worked for?
David Morais has worked for Rkl Llp, Wilmington Trust, M&T Securities, Inc., and M&T Bank.
Who are David Morais's colleagues at RKL LLP?
David Morais's colleagues at RKL LLP include Laura Naum, Phr, Michelle Trostle, Cody Davies, Jack Rafuse, and Quinn Dougherty.
How can I contact David Morais?
You can use AeroLeads to view verified contact signals for David Morais at RKL LLP, including work email, phone, and LinkedIn data when available.
What schools did David Morais attend?
David Morais holds Bba, Finance from James Madison University.
What skills is David Morais known for?
David Morais is listed with skills including Wealth Management, Consumer Lending, Series 7, Investment Advisory, Series 63, Portfolio Management, Wealth Management Services, and Series 65.
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