David Cartledge is a seasoned financial professional with extensive experience at Morgan Stanley since March 1975, currently serving as a Senior Vice President, Family Wealth Director, and Financial Advisor. In this role, David applies financial history to current events to assist clients in maintaining their lifestyles. Previously, David worked at Citi Family Office from 2007 to 2012 as a Senior Vice President in Investment Management, where significant contributions included developing an innovative client discovery process in collaboration with Dr. Bob Seaberg. David completed a BBA in Finance and Economics from Emory University between 1967 and 1971 after graduating from Columbus High School.
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