About David J Stella
David focuses on constructing customized portfolios designed to meet the specific goals identified within our client’s financial plan. He is uniquely qualified to advise a limited number of senior executives of public companies and privately held business owner/entrepreneurs as well as family offices.
David earned an MBA from the Mendoza College of Business of the University of Notre Dame and earned the Certified Investment Management Analyst (CIMA®) certification through The Wharton School of the University of Pennsylvania. He holds a B.S.B.A. in finance from the University of Central Florida. He also attained the CFP® certification awarded by the Certified Financial Planner™ Board of Standards, Inc. In 2018, David obtained the specialized Family Wealth Director designation through Morgan Stanley. The Family Wealth Director designation is currently held by fewer than 4% of advisors within the firm. A Family Wealth Director delivers the extensive range of resources needed to address the complex, multigenerational challenges of managing significant wealth. David has spent the last 20 years advising successful families and entrepreneurs. Prior to joining Morgan Stanley, he was a senior advisor at Wells Fargo Wealth & Investment Management, where he advised the firm’s wealthiest clients and led a team of wealth and investment management professionals.
In his free time, David enjoys playing golf, skiing, traveling, and following college sports. David, his wife, Catherine, and daughters, Caroline (Undergraduate at the University of Central Florida) and Emily, and Labrador Retriever (Trip), reside in Orlando (College Park), Florida, and are active members of the Country Club of Orlando.
Securities Agent: WV, SC, WA, OR, VA, NH, NC, MT, NV, NY, OH, MD, MO, PA, MS, PR, GA, FL, DE, MI, TN, MN, SD, HI, IL, IN, KY, OK, AL, RI, NJ, UT, AR, CA, MA, WI, DC, TX, ME, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 519469