DAVID R MEGARITY, CFP®

Principal
Address: 503 Gifford Drive, Coppell, TX 75019 
Call: 817-366-4868 
Email: david.megarity@stratiawealth.com

Tailored Financial Strategies. Personal Service.

As a CERTIFIED FINANCIAL PLANNER™ with Stratia Wealth Management, I deliver unique strategies and solutions to clients’ ever-evolving wealth planning needs and objectives. Working in a fiduciary capacity for you, we will work together to develop a formal, written plan, along with a step-by-step action plan, designed to help us address your most pressing concerns, and to allow you to make informed decisions about your financial future.

As a CERTIFIED FINANCIAL PLANNER tm with Stratia Wealth Management, I deliver unique strategies and solutions to clients’ ever-evolving wealth planning needs and objectives. Working in a fiduciary capacity for you, we will work together to develop a formal, written plan, along with a step-by-step action plan, designed to help us address your most pressing concerns, and to allow you to make informed decisions about your financial future.

My Experience

  • 2009 – 2025 Wells Fargo Advisors
  • 1994 – 2009 Bank of America/Merrill Lynch
  • 1992 – 1994 IDS Financial Services (Ameriprise Financial)

My Education & Credentials

  • Bachelor of Arts in Economics – The University of Texas at Austin
  • CERTIFIED FINANCIAL PLANNER™
  • PIM Portfolio Manager, Wells Fargo Advisors

My Areas of Focus

  • Advisory Services – Investment Management with emphasis on Risk Control
  • Insurance Solutions – Family Protection, Estate Planning, Guaranteed Insurance Contracts
  • Wealth Planning 

My Community Involvement

  • Catholic Charities – Refugee Settlement Services
  • St. Ann’s ALPHA Prison Ministry

Securities Registered in the following states: TX, GA
Insurance Licensed in the following states: TX, GA;
Resident State: TX

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Securities Registered in the following states: TX, GA
Insurance Licensed in the following states: TX, GA; Resident State: TX

Disclosures:
Insurance products and services are offered through Stratia Insurance Agency, LLC, an affiliated company. All content is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Opinions expressed herein are solely of Stratia Wealth Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Stratia Wealth Management, LLC, an Investment Advisor in the State of Texas. Being registered as an Investment Advisor does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photographs. Purchases are subject to suitability. This requires review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. The inclusion of any link is not an endorsement of any products or services by Stratia Wealth Management, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of the sites neither Stratia Wealth Management, LLC, nor any agency, office, or employee of Stratia Wealth Management, LLC warrants the accuracy, reliability or timeliness of any of the information published by these external sites, not endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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