Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
100 WILSHIRE BOULEVARD
SANTA MONICA, CA 90401
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David joined Merrill Lynch Wealth Management in 1997. He lives in Santa Monica with his wife, Janet, and two sons Jake and Sam. David establishes, grows and maintains a strong client-advisor relationship by providing each client with personal attention and preferred access to the best financial resources in the marketplace. We develop personalized strategic advice to help meet client's complex needs. The clients that we work with include business owners and a select group of high-net-worth individuals, families, and retirees to consult on all aspect of their lives.
He offers a wide range of services including: advising on corporate 401(k) plans, profit sharing plans and defined benefit plans, retirement planning, stock option analysis, alternative investments*, non-profit & endowment, philanthropic strategies, life insurance analysis, residential lending and liability management plus a full complement of wealth preservation and transfer services.
By creating a customized wealth management plan, our team strives to optimize the efficiency of your financial goals and, when necessary, partner with each client's tax and legal advisors to develop tax-efficient financial strategies. David uses proprietary analysis, historical data and Merrill's objective research to create customized investment strategies that are designed to help meet client expectations and long-term goals. Utilizing a disciplined investment process, David helps protect client's basic standard of living; maintain their current lifestyle; and where appropriate, take measured risks to potentially enhance their lifestyle. David's goal is to earn consistent returns by limiting downside risks and volatility.
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.
State University of New York System at Oswego
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Retirement Plan Manager
UHNW Insurance Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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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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.