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David began his financial services career as a Senior Associate at KPMG Financial Advisory in 2007. Prior to joining Merrill, David worked as a Vice President Private Client Advisor at J.P. Morgan Chase. As a Vice President Financial Advisor at Merrill Lynch Wealth Management, David focuses on developing strategies and providing investment guidance for individuals, their families, and their businesses by understanding their short and long-term financial objectives.
David creates a customized wealth management plan and builds a personalized investing strategy for each client, leveraging his access to the full range of investing and banking solutions only Merrill Lynch Wealth Management and Bank of America can deliver, and award-winning BofA Global Research and Merrill resources, to address client’s unique set of concerns, goals, values, and preferences, and to help client grow and preserve client’s wealth.
David provides personalized advice, with the investment insights of Merrill and access to the banking services and lending solutions of Bank of America, on investments, portfolio management, retirement planning, life insurance and annuity, tax minimization strategies, solutions for business, and lending including Margin Loan, Mortgage Loan, Home Equity Loan, Commercial Loan Financing (NMLS ID 1822379).
Whether it’s a phone call, a ZOOM meeting, or an in-person discussion at a Merrill office, Bank of America Branch, or Financial Center, David provides convenient options to connect and ensure productive interactions with his clients.
David holds a master’s degree in accounting and taxation from University of Hartford and a professional certificate in Finance from New York University. He is a licensed securities broker and investment advisor (holds Series 7 and 66 FINRA registrations). He is also licensed in Life, Annuity, Long Term Care and Health Insurance.
David has lived in Connecticut and Massachusetts with his wife for over 28 years. He is fluent in Mandarin. In his free time David enjoys traveling, film making, and electronic music production.
Merrill Lynch Wealth Management is here to help you achieve your goals. It is more than looking at markets and returns. It’s about what’s important to you — reaching your goals and managing risks. Whether you’re welcoming a new addition to the family, buying a new home, sending children to college, planning for retirement or leaving a legacy, we will work closely with you to help you define your priorities and connect you to the right solutions.
English, Mandarin & Chinese
Eastern Connecticut State University
University of Hartford
New York University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Retirement Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482844
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
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Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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