His expertise and dedication have been instrumental in the firm being ranked by CNBC as the foremost registered investment advisor in the United States for two consecutive years.
WINSTON-SALEM, NC, June 17, 2024 /24-7PressRelease/ — David B. Rea, BA, MBA, JD, CPA, CFA, has been inducted into Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Rea has carved a distinguished career in the financial services industry, primarily through his longstanding role as president of Salem Investment Counselors. Since 1984, he has helped the company flourish by providing comprehensive investment management services, including tax and estate planning. His expertise and dedication have been instrumental in the firm being ranked by CNBC as the foremost registered investment advisor in the United States for two consecutive years.
Before ascending to his current position, Mr. Rea honed his skills and knowledge as a senior tax accountant at Deloitte, Haskins & Sells. This role provided him with invaluable experience in tax accounting, further solidifying his foundation in financial services and preparing him for his future successes at Salem Investment Counselors. His tenure at Deloitte was marked by meticulous attention to detail and a deep understanding of tax law, qualities that have served him well throughout his career.
Mr. Rea’s professional affiliations further demonstrate his commitment to his field. He is a member of the CFA Institute, an organization known for its rigorous standards and dedication to promoting ethical investment practices. His membership underscores his dedication to continuous learning and adherence to the highest standards of professionalism.
Complementing Mr. Rea’s career successes is a laudable academic background. He earned a Master of Business Administration from Indiana University in 1981, a Doctor of Jurisprudence from Wake Forest University School of Law in 1979, and a Bachelor of Arts from Wabash College in 1977. These credentials have been crucial to his achievements, providing him with a broad and deep understanding of business, law, and finance. Additionally, Mr. Rea has obtained certifications as a chartered financial analyst from the CFA Institute in 1987 and as a certified public accountant in 1982, reflecting not only his expertise but also his commitment to maintaining high professional standards. A dedicated and qualified professional, Mr. Rea’s professional excellence has been recognized with inclusion on the CNBC Financial Advisor 100 list every year since 2019 and number one or two in America for three years. These accolades highlight his firm’s outstanding performance under his leadership and underscore his reputation as a leading figure in the financial advisory sector.
Beyond his professional endeavors, Mr. Rea is a devoted family man with five adult children; he finds joy in cooking, spending time with his nine grandchildren, reading, listening to music, and attending artistic events. Looking ahead, he is dedicated to continuing his work with unwavering excellence, aiming to maintain the high standards he has set for himself and Salem Investment Counselors.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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