David Hartness is a wealth management financial advisor based in Wilmington, NC.

David joined CAPTRUST in 2022 from IronGate Partners, where he was a founding partner and the Chief Client Officer for almost 20 years. He’s been in the industry since the 1980’s and serves as a principal and financial advisor, with his primary focus serving as the personal CFO for high-net-worth clients and families. He is a fiduciary who employs an objective holistic approach, working with our staff and outside professionals such as attorneys and CPAs to ensure clients’ portfolios are integrated with their tax and estate planning. He believes understanding the details and having a cohesive plan are key to providing clients with the proactive advice and clarity they seek.

David attended UNCW for two years and graduated from Wake Forest University in 1986.

Outside of work, David enjoys playing tennis, working out, being on the water, and volunteering. He and his wife, Susie, have three grown sons and a cute and cuddly Havanese named Claire!