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.