Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
David is a Senior Vice President ,Senior Financial Advisor, and a Senior Portfolio Advisor in the Atlanta/Buckhead office, having joined Merrill in 2000 in the Private Wealth Management group servicing the needs of ultra high net worth individuals, families and nonprofit organizations. In 2006, David became an advisor working with Merrill Lynch Wealth Management. David continues to work with high net worth individuals, families, and nonprofit organizations. His areas of emphasis include estate, charitable, retirement and wealth management strategies.
David has a Bachelor of Science degree in Business Administration from Ohio State University. Before joining Merrill in March 2000, he spent 18 years with New York Life Insurance Company. At NY Life, he worked with business owners and high net worth individuals regarding their estate, charitable, financial, retirement and investment planning needs. David is also a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter.
In addition, David is proud to be a recognized member and sponsor of The National Defense Industrial Association (NDIA). America's leading Defense Industry association promoting national security.
David and his wife Jody have 4 children and live in Milton, Georgia.
Community involvement is an integral pat of how we interact with clients and communities. David is enthusiastically involved with volunteering and fundraising for organizations such as Heart, Cancer, and Brain Health Research. Let us show you how our professionalism and dedicated client service could benefit you and your family . We would be honored to assist you and or your family with your financial needs both today and in the future.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Heart, Cancer, and Brain Health Research . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Ohio State 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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Enterprise Relationship Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652512
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The Power of the Right Advisor®
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