David Booker

David Booker serves as Private Wealth Advisor at Sullivan & Associates in Raleigh, NC. David combines analytical expertise and a client-first approach to lead Clarity Wealth Management, a practice serving high-earning professionals with equity-based compensation.

With over 20 years of experience, David addresses the complexities of stock-based wealth and designs strategies to help his clients define and expand their financial opportunities. David has earned the Certified Private Wealth Advisor (CPWA®) designation to help meet the intricate needs of high-net-worth clients, helping them preserve and grow their wealth.

He is also a CERTIFIED FINANCIAL PROFESSIONAL® certificant, an honor he has held since 2013. Both the CPWA® and the CFP® designations carry ethics requirements.

Clarity Wealth Management’s Client Advisory Board celebrates client collaboration, positioning David as a trusted confidant as well as an advisor. A graduate of UNC Chapel Hill, David lives in Raleigh with his wife Deborah, a realtor, and their two children, Annabelle, and Heath.

David is teaching his children critical thinking about money. In his leisure time, David enjoys relaxing with his toes in the sand, playing a variety of games, and gardening and cooking with his family.

CA Insurance License Number: 4238907. Resident State NC