David Pilaitis

David Pilaitis, CFP®

Managing Director

David is a Managing Director at United Capital Financial Advisors, LLC, with over 25 years of experience in comprehensive investment management and financial planning for ultra-high-net worth and high-net-worth families and corporate executives. David also has extensive expertise in ERISA retirement plans.

Prior to joining United Capital, David was a Partner and Head of Retirement Plan Services at Apexium Financial, LP. He was also a founding member and partner at Citrin Cooperman Wealth Management, LP.

David earned a Bachelor’s degree from Temple University and is a CERTIFED FINANCIAL PLANNER® professional. He also has the Accredited Investment Fiduciary (AIF) designation.

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We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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