Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
David Van Dyke
Senior Resident Director
Senior Financial Advisor
Named to the Forbes "Best-in-State Wealth Advisors" list in 2020, 2021, and 2022* (published annually Jan - April. Rankings based on data as of June 30 of prior year.)
David is dedicated to providing clients with the finest individually tailored approach to financial and wealth management strategies. At the heart of David's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.
David advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process driven approach includes portfolio development, liability management, tax minimization, and asset preservation with a specific emphasis on helping to create a lifetime retirement income stream.
He offers personalized advice that address:
*Retirement Planning
*Trust and Estate Planning Strategies working with family tax
accountants and attorneys
*A Wealth of experience designing and refining company
sponsored 401(k)/Retirement plans
*Individual wealth preservation and insurance planning
strategies
On the personal side, David was born and raised in the Redding area and greatly appreciates all the area has to offer. He is active in working with orphanages in several Central American countries. His leadership and discernment has been utilized on many boards. Board positions have included: Good News Rescue Mission, Mike Silva International, and Valley Christian Fellowship.
David joined Merrill Lynch Wealth Management in 1994. He is a graduate of Simpson University.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English
Simpson 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.
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.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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 AdvisorTM
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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