Dave Mirolli, RFC | Managing Partner
Dave Mirolli, RFC, specializes in wealth creation, preservation and distribution by focusing on understanding the specialized and dynamically changing needs of business owners and professionals. He advises business owners and closely held businesses in the organization and administration of tax-exempt organizations, including private foundations, and the facilitation of complex charitable gifting strategies. Dave and his team provide businesses with consultation on sophisticated investment strategies for business succession plans and executive compensation packages. A multi-year winner of the Five Star Wealth Manager Award* by Atlanta Magazine, Dave is in the top 4 percent of financial advisors in the Atlanta metro area. He has been featured in The Wall Street Journal as one of “10 wealth managers you need to know.”
Dave has a bachelor’s degree from Miami University of Ohio and a master’s degree from Embry-Riddle Aeronautical University. He is a Registered Financial Consultant; Series 66 Registered Investment Adviser; and Series 7 Registered Representative with Kalos Capital Inc. He is licensed in life, health and disability insurance and serves clients in the following states: Georgia, North Carolina, South Carolina, Virginia, California, Florida, Maryland, New York, Pennsylvania, Ohio, Indiana, Tennessee and Texas.
Dave resides in Ansley Park in Atlanta, Georgia, with his wife, Maria. Active in his community, Dave is a frequent speaker on finances, estate and business planning topics, as well as a guest writer in many community magazines and newsletters. He attends Church of the Apostles in Atlanta, where he volunteers as a mentor to young professionals. Dave enjoys sailing, fishing, skiing, mountain biking and hunting with his clients. A retired U.S. Air Force command pilot with 28 years of service, Dave occasionally flies as a first officer for Delta Airlines.
Dave works out of both the Atlanta and Suwanee offices.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. The Five Star award does not evaluate quality of services provided to clients and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta Magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success.