About

Adalan Private Wealth was founded by Anthony David after after 20 years at Morgan Stanley where he held the positions of Senior Vice President and Senior Investment Management Consultant. Anthony recognized the need for third party resources to appropriately serve high net worth individuals and families and subsequently crafted his move to the independent financial advisor space. In August 2021 Anthony chose to establish and affiliate Adalan Private Wealth Advisors with Concurrent. Originally affiliated with Raymond James Adalan Private Wealth has continued to partner with Concurrent as they transitioned to an Registered Investment Advisor in 2023.