David is a Partner at The Carter Moratti Group, part of Camelback Retirement Planners, where he brings nearly three decades of financial expertise to the team. Since launching his career in 1995, David has been dedicated to guiding individuals through the complexities of retirement planning and financial transitions.
Before joining forces with Chuck, David spent 28 distinguished years at Morgan Stanley, rising to the role of Executive Director and Branch Manager. In this capacity, he led top-performing teams in Private Wealth Management and Global Wealth Management across the Philadelphia region. His leadership and vision earned him a stellar reputation in the industry.
David holds an impressive array of credentials, including the CFP®, ChFC®, and CRPC® designations. He further sharpened his leadership and wealth management skills through executive programs at the University of Pennsylvania’s Wharton School, Thayer Leadership at West Point, and the Family Wealth Director program through Morgan Stanley Private Wealth Management.
In 2023, David, his wife Caitlin, and their two daughters relocated from Philadelphia to Phoenix. As a family, they immerse themselves in their daughters’ many activities and hobbies while enjoying a shared passion for travel, reading, coaching, and outdoor adventures. Fitness, running, and all types of sports are central to their active lifestyle.