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  • With CAPTRUST Since 2015
  • 610.865.2600
  • 600 Hamilton Street, Suite 900 Allentown, PA 18101

David Will, AIF®, CFA®

David Will, AIF®, CFA®

Vice President,
Financial Advisor

  • Buffalo, NY
  • Harry Potter Series | The Avengers
  • My Grandfathers, father, and mother
  • Go as far as you can see; when you get there, you’ll be able to see farther.
  • Hard working, humility, and grace

Financial Advisors

David Will is a retirement plan advisor in our Allentown, PA office.

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

When he is not in the office or with a client, David enjoys playing golf, going to the gym, spending time with his family, and doing yardwork.

Education

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

Industry Designations

  • Accredited Investment Fiduciary®
  • Chartered Financial Analyst®

Memberships

  • CAPTRUST Community Foundation