David R. Ruff, CFP®, CTFA®

Relationship Manager

With nearly four decades of experience serving ultra-high-net-worth families, David Ruff serves as a relationship manager for Callan Family Office. David works closely with the planning and investment teams to provide the highest level of service to all his clients. He also plays a critical role on the trust and estates side of the business, helping to coordinate and implement sophisticated planning strategies for multi-generational families.

Before joining Callan Family Office, David spent more than 20 years with Wells Fargo and its predecessor companies. He was a senior trust advisor and administered complex family engagements. In 2011, he moved to Abbot Downing, Wells Fargo’s ultra-high-net-worth business, as a relationship manager and remained with its successor company Wells Fargo ‘The Private Bank.’

David earned his Bachelor of Business Administration degree in trust management from Campbell University and has earned both the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA®) designations. Since 2003, he has been an active volunteer at the Wells Fargo Championship Golf Tournament in Charlotte, N.C., which benefits nonprofits such as Teach for America.


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