David R. Hartness, AIF®, CFP®, ChFC®, CLU®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

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

David joined CAPTRUST in 2022 and has been in the industry since 1989. He serves as a principal and financial advisor, and his primary focus is serving as his clients’ personal CFO. Based on a holistic team approach, David works with our staff and outside professionals such as attorneys and CPAs to ensure clients’ portfolios are integrated with their tax and estate planning. He holds a Bachelor of Arts degree in psychology from Wake Forest University.

Outside of work, David enjoys playing tennis, working out, boating, fishing, and volunteering.

Education

  • Bachelor of Arts degree in psychology from Wake Forest University

Industry Designations

  • Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®
  • Chartered Life Underwriter (CLU®)

Memberships

  • Elder, Myrtle Grove Presbyterian Church
  • Chair, Wake Forest Alumni Steering Commitee
  • Member, First Fruit Ministry Community Advisory Board

Resources

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