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David Morais Email & Phone Number

Senior Wealth Advisor | RKL Wealth Management LLC at RKL LLP

Location: York, Pennsylvania, United States 4 work roles 1 school

1 work email found @rklwealth.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

RKL LLP

Role

Senior Wealth Advisor | RKL Wealth Management LLC

Location

York, Pennsylvania, United States

Company size

392 employees

Who is David Morais? Overview

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Quick answer

David Morais is listed as Senior Wealth Advisor | RKL Wealth Management LLC at RKL LLP, a company 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 Sr. Private Client Advisor at Wilmington Trust and Financial Consultant at M&T Securities, Inc.. 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

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AeroLeads found 1 current-domain work email signal for David Morais. Compare company email patterns before reaching out.

View email format View company profile Management contacts

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

Senior Wealth Advisor | RKL Wealth Management LLC

lancaster, pennsylvania, united states

Website

rklcpa.com

Employees

392

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Company profile

View company profile Email format

4 roles

David Morais work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor | Rkl Wealth Management Llc

Current

Rkl Llp

York, Pennsylvania Area

Aug 2018 - Present

Sr. Private Client Advisor

Wilmington Trust

Jun 2010 - Jul 2018

Financial Consultant

M&T Securities, Inc.

Apr 2007 - Jun 2010

Branch Manager

M&T Bank

Dec 2004 - Apr 2007

Team & coworkers

Colleagues at RKL LLP

Other employees you can reach at rklcpa.com. View company contacts for 392 employees →

MG

Michael G. Rudy, Cpa Colleague at Rkl Llp Harrisburg, Pennsylvania, United States, United States View → SS

Susan Sheridow Colleague at Rkl Llp Edmonton, Alberta, Canada, Canada View → DJ

Dennis J. Shindle Jr., Cpa Colleague at Rkl Llp Chambersburg, Pennsylvania, United States, United States View → MM

Matthew Mcguire Colleague at Rkl Llp Summerville, South Carolina, United States, United States View → DB

Deb Bitting Colleague at Rkl Llp Collegeville, Pennsylvania, United States, United States View → ML

Mike Lunt Colleague at Rkl Llp Red Rock, Arizona, United States, United States View → MM

Marina Myachina Colleague at Rkl Llp West Chester, Pennsylvania, United States, United States View → KE

Keith Eldredge Colleague at Rkl Llp York, Pennsylvania, United States, United States View → TW

Tammy Winters Colleague at Rkl Llp Red Lion, Pennsylvania, United States, United States View → AP

Alexandra Papoutsis Colleague at Rkl Llp Reading, Pennsylvania, United States, United States View →

1 education record

David Morais education

James Madison University

Finance

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 Senior Wealth Advisor | RKL Wealth Management LLC 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 Michael G. Rudy, Cpa, Susan Sheridow, Dennis J. Shindle Jr., Cpa, Matthew Mcguire, and Deb Bitting.

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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