Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
As an Assistant Vice President, Financial Advisor at Merrill Lynch Wealth Management, I work closely with a select group of individuals, families and businesses to help them establish and build comprehensive wealth plans that align with their needs and goals.
My job is to help you create and grow your wealth, to manage it in the most tax efficient way and to produce wealth for your family.
Over the years I have learned a lot about what it means to help clients. One of the most important lessons is providing you and your family with the service you desire in life where you need and appreciate trusted advice most. Having worked in the financial services for over 13 years, I maintain the experience and understanding needed to help keep you on track towards your goals, regardless of what life throws your way, is equally as important.
Whether working closely with you on your retirement income goals, assisting you with cash flow management or advising on a fixed income strategy, the purpose of the relationship with you is always the same: to help you and your family achieve your lifestyle and corresponding financial goals.
I lead with discovery-driven conversations to glean the nuances of your unique objectives, and am honored to serve as a personal advocate, giving you the confidence that your goals have been heard.
Whether your priorities are investing, banking, lending or more, I present strategies that integrate these aspirations. By navigating the depth and breadth of my firm's offering, I deliver innovative ideas that help add value for you in the current economic environment.
I am known for my proactive positive energy, bringing passion, grit and determination to my practice, and serving with integrity and the highest ethical standards.
Outside of work I enjoy quality time with my wife and 3 babies, 2 girls who are 5 and 4 and my baby boy who is 1. I also enjoy competitive basketball and golfing, my two former collegiate sports.
Feel free to reach out with any questions regarding business, hobbies, or loving life and the pursuit of happiness.
I WOULD LOVE TO CONNECT IF:
- You are looking to work with a dynamic financial advisor
- You would benefit from simplifying your financial life
- You would like to be connected to someone in my network
- You are in transition
- You would just like to meet!
David Burritt holds the CERTIFIED FINANCIAL PLANNER™ certification. He is a graduate of Sonoma State University with a bachelor's degree in Finance and Financial Management. He and his wife, currently, live in SANTA ROSA with their 3 children and are active in the community, supporting our local Churches, Yulupa Elementary, and local sports organizations.
The American College of Financial Planning
Sonoma 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.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #855791
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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Your advisor is a click away within our site or mobile apps
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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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