David Battles

David Battles is a respected legacy and philanthropic advisor with over 25 years of experience in public accounting and financial management.

As the Executive Vice President of The Oklahoma United Methodist Foundation, he provides guidance to individuals and families, often serving as a successor trustee.

David is a Certified Public Accountant (CPA) and holds the Chartered Advisor in Philanthropy (CAP) professional designation from The American College.

He is a notable speaker on estate and legacy planning, frequently sharing his expertise at various events and in publications like the Oklahoma United Methodist Contact newspaper and magazine.

David actively contributes to the professional community through memberships in organizations like the Oklahoma Planned Giving Council, the Association of Fundraising Professionals, and the Partnership for Philanthropic Planning.

His civic engagement is evident through involvement in Leadership Tulsa, Leadership Oklahoma City, and the Rotary Club of Oklahoma City.

David Battles pursued his Bachelor of Science (B.S.) degree in Accounting at Southwestern Oklahoma State University in Weatherford, Oklahoma, setting the foundation for his successful career in financial advising.

Currently holding the position of Executive Vice President at the Oklahoma United Methodist Foundation, David continues to make a significant impact in legacy and philanthropic planning.

With a strong educational background and extensive experience in financial management, David Battles is a sought-after advisor in the realms of estate planning and philanthropy.