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Partner and Wealth Advisor
Client Relationship Specialist
CFP®, CTFA
Partner and Wealth Advisor
Partner and Wealth Advisor
CFP®, CFA
Wealth Advisor
Wealth Advisor
David Pettit
CFP®
Wealth Advisor
Call: 973.425.8420 ext 266
Email: dpettit@regentatlantic.com
As a Wealth Advisor, David is responsible for conducting financial planning analyses, providing wealth management research to clients, and formulating investment recommendations. 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, along with his wife and daughter, enjoy spending time on Lake Mohawk, where they also live.