About David A Skid
David is a Managing Director and Financial Advisor with Vantage Wealth Management at Morgan Stanley. David works in investment strategies and comprehensive financial planning for high net worth and multi-generational families encompassing retirement, estate planning, liability/risk management, and wealth transfer.
David served as Co-Chair for Morgan Stanley’s National Financial Advisor Advisory Council from 2019-2023. The Council acts as liaison between their colleagues and Senior Management, creating an open two-way communication channel to discuss and provide feedback and insight on key initiatives and enhancements within Morgan Stanley.
David holds a Master of Taxation and an MBA with a concentration in Finance from Georgia State University. He graduated Magna Cum Laude from The George Washington University with a Bachelor of Accountancy. David is a Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®). David is a member of the CFA® institute and the Atlanta Society of Financial Analysts.
David has been active in the Atlanta community. He has been a member of the Jewish Federation’s National Young Leadership Cabinet, chairman of Temple Sinai’s Investment Committee for the Endowment Fund, and a member of the board of the Jewish Home Life Communities. David and his wife, Johanna, have a daughter who attends the University of Georgia.
David’s Awards & Accolades:
Forbes America's Top Wealth Advisors | 2024
Forbes Best-In-State Wealth Advisors | 2019 – 2024
Barron's Top 1,200 Financial Advisors: State-by-State | 2020 – 2024
Source: Forbes.com (2024). Forbes America's Top Wealth Advisors ranking awarded in 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in March of the year the award was issued having commenced in March of the previous year. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ratings. These rankings are based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and these rankings may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Source: Forbes.com (2019 - 2024). Forbes Best-In- State Wealth Advisors ranking awarded in 2019 - 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Source: Barrons.com (2020 - 2024). Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020 - 2024. Each ranking was determined based on an evaluation process conducted by Barron's which concluded in September of the previous year the award was issued having commenced in September of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC
Securities Agent: NM, UT, MT, FL, NC, ME, MA, IA, SC, OH, DC, CT, AR, GA, TN, NH, NE, ID, CO, AZ, PA, OR, MI, NV, WA, NY, MO, LA, DE, CA, NJ, MD, IN, HI, AL, RI, KS, IL, WY, VA, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253013