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Pettit, Dave 104 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

Oksana Kavka
Client Relationship Specialist
Peter O’Neill
CFP®
Wealth Advisor
Michael Pappachristou
CFP®
Wealth Advisor
Rebecca Sell
FPQP™
Client Relationship Specialist

David Pettit

CFP®
Associate Wealth Advisor

David is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. Prior to joining RegentAtlantic, he was an Investment Advisor with Coastal Wealth in Fort Lauderdale, FL. In addition, he had a successful career as the audio engineer for the Philadelphia Orchestra as well as for many other musicians. David is a graduate of Drexel University. He and his wife enjoy exploring the local community, reading, and hiking.

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