Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
101 CALIFORNIA STREET
SAN FRANCISCO, CA 94111
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With over 2 years in the financial services industry, David decided to join Merrill Lynch as a financial advisor in 2018. Before joining Merrill Lynch, David spent time at both Morgan Stanley's Private Wealth Management office in San Francisco and Barclays Global Investments and Solutions division in London, England. His practice focuses on serving small business owners, employees of publically traded companies, and high net worth families. David received his bachelor’s degree in Finance, with a minor in Economics, from the University of San Francisco in 2018, graduating Cum Laude. David follows a disciplined process that begins with first taking the time to fully know each of his clients and understand their particular needs, concerns, and priorities. From there he formulates an implementable strategy to help make them a reality.
David currenlty lives in San Francisco and spends his spare time playing golf, exploring California's wine region, fishing, and traveling.
David follows the deep-seated Merrill Lynch tradition of participating in the communities he serves. Inspired by his family's history of blindness, and his own partial blindness, David is an active volunteer at the Lighthouse for the Blind.
University of San Francisco
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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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Your advisor is a click away within our site or mobile apps
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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. Merrill Lynch Wealth Management 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.