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David Will, AIF®, CFAVice President, Financial Advisor

  • 600 Hamilton Street, Suite 900
    Allentown, PA 18101
  • 610.865.2600
  • LinkedIn

David joined CAPTRUST in 2015 as a vice president, financial advisor with the firm’s merger with MFP Strategies and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the merger, David served as managing director and has worked in the industry since 1998.

EDUCATION

  • Bachelor of Science degree in economics from St. John Fisher College

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary (AIF®)

 

Personal Profile

Hometown:
Buffalo, NY
Favorite Book or Movie:
Harry Potter Series / The Avengers
Ideal Dinner Guest:
My Grandfather, father, and mother
Words to Live By:
Treat others as you would want to be treated.
Qualities I Admire in People:
Determination, humility, and punctuality