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Pettit, Dave 104 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

Barbara Bilello
Partner and Wealth Advisor
Kaitlyn Casamento
Client Relationship Specialist
Lesley Draper
Lesley A. Draper
CFP®, CTFA
Partner and Wealth Advisor
Melissa Weisz
CFP®, CFA
Wealth Advisor

David Pettit

CFP®
Wealth Advisor

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.

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