Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
After graduating from San Diego State University with a degree in International Economics, David Ambrose began his career in financial advising at Merrill Lynch Wealth Management. He helps a lawyers, corporate executives, and business owners determine what their financial goals are and what strategies are needed to get them there. David does this by leveraging the investment insights of Merrill and access to the banking convenience of Bank of America.
David is a process oriented advisor aimed at identifying client's risk tolerances, income needs, goals, and tax and estate planning situations to determine the right asset allocation strategy. He has a passion for creating confidence for his clients in a complex and ever-changing investment landscape.
David resides in Folsom, CA with his fiancé, Kendall and their dog, Tito. He serves his community as a Rotarian in the El Dorado Hills Rotary Club and as a Big Brother in the Big Brothers Big Sisters organization. Outside of work, David spends his time playing golf and basketball and dining out in the El Dorado Hills/Folsom area.
San Diego 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.
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
December 17th, 2020|4:00 PM - 5:00 PM PST
We are hosting a Webinar formatted event to educate our clients on the psychology of investing in the current market environment. We have brought in Mark Peterson, Director of Investment Strategy and Education at BlackRock to discuss psychological factors that drive investor behavior and how to recognize and avoid bad tendencies. We would love to have you join our webinar Thursday December 17th, 2020 at 4pm. Registration below.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
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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.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.