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- Trust & Estate Services2
- Education Funding Strategies1
David Dorward is the Senior Resident Director of the North Scottsdale Office and is a Senior Vice President with the firm. David began his career in the financial services industry in 1995 and joined Merrill Lynch in 1997. Since then, he has held a number of leadership positions with the firm, including: Manager of the Sun City West Office, Head Trainer for the PDP/POA Training Program for the Scottsdale Complex, Producing Sales Manager for the Scottsdale Complex and in October of 2005, David accepted the position of Resident Director of the North Scottsdale Office where he continues to manage that office and operate in a financial advisory role with his clients.
David's other key role with the firm, in addition to management, is operating a Wealth Advisory practice. His area of focus is working with the ultra-high net worth, more specifically corporate executives, professional athletes, physicians, retirees & business owners. David is a Portfolio Manager, who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. David is also a partner of the MDE Group. His partners include Brian Massingale and Ryan Ellis. Collectively, the MDE Group has over 35 years of financial advisory experience and has been focusing on working with high net worth clients in a team capacity since 2001. David's professional designations include the Chartered Retirement Planning Counselor (CRPC®) and he holds the CPFA designation. David holds a number of FINRA registrations, including Series 7, 63, 65, 52, 31, 9 & 10 - Securities Principal.
David received his Bachelor’s degree from Northern Arizona University and he is an Arizona native. David is a Graduate and Alumni of Scottsdale Leadership Organization (Class XXI), is on the Ronald Reagan Library Advisory Board Council, is a former Board Member of the Phoenix Regional Sports Commission and is an active Fiesta Bowl Committee Member. David and his wife Jennifer, along with their two children, currently reside in Paradise Valley.
Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.
Northern Arizona University
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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