Dave Piatkowski joined Waverly Advisors in January 2025 following the acquisition of Dickinson Investment Advisors by Waverly Advisors, LLC. As a Partner and Wealth Advisor, Dave brings over 20 years of experience in investment management, retirement planning, estate review, Medicare and Social Security, generational wealth planning, charitable and family gifting, and employer-sponsored retirement plans. He finds great fulfillment in helping clients develop their financial and estate planning goals and working alongside them to achieve their objectives. Dave has also spent many years assisting employees of schools and non-profit organizations with their retirement, estate planning, and gifting strategies.
Dave cherishes moments with his wife, their two children, and their goldendoodle and cat, both adopted from the Humane Society. They particularly enjoy traveling to visit friends and family across the U.S. Dave also loves playing in his basketball leagues, playing tennis, and reading.
