Taking care of your family and other people in your life
- 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
We along with your tax professional can help you understand how it might affect your investment strategy
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The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer, NMLS #942922
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.