David Devita
Trusted Wealth Advisor to families, business owners and institutional clients. Enriching lives, one relationship at a time.
- Role
- VP, Advisor at EP Wealth Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About David Devita
I help individuals, families, entrepreneurs, and high-income professionals turn financial…
Experience
VP, Advisor
Sep 2025 — Present · Philadelphia, PA, US
As an Advisor with EP Wealth Advisors, I am presently responsible for providing our clients with an exceptional client experience by leveraging the entire scope of solutions around wealth and investment management, trust and estate services, retirement planning, family office services, and business planning, all specifically tailored to meet the unique needs and goals of each client. Cell: 48••••••88My Cell: 61••••••26Office: 61••••••43
Education
Susquehanna University
Business Administration, Finance, Information Systems
2001 — 2005
Columbia Business School
Executive Education Program, Value Investing
2012 — 2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.