David has been with Merrill Lynch Wealth Management in Sarasota, FL since 1993. He combines his 30 years of investment experience with the insights of Merrill’s top analysts and strategists along with access to the banking convenience of Bank of America to address the many aspects of his clients’ financial lives. He dedicates himself to thoroughly understanding the priorities of individuals and their families providing them with personalized attention and customized investment recommendations including asset management, tax-efficient strategies, educational funding and wealth preservation for both current and future generations. He works primarily with retired or soon-to-be retired clients to help them identify and attain their financial and aspirational goals.

David earned a Bachelor of Science degree in Business Administration with a focus in Economic and Finance from Bowling Green State University in 1982. He is very community minded and has served as a board member of the YMCA and has been a volunteer at Mote Marine Laboratories. He and his son are avid scuba divers who enjoy boating and travel, as well as, being a ballet and opera enthusiast with daughters as members of the Sarasota Ballet Conservatory and Sarasota Youth Opera.