David Burritt, CFP

Assistant Vice President
Financial Advisor
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Merrill Lynch
Wealth Management

Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.

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Profile

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.




*Banking and Lending Services are through Bank of America, N.A.

  • EDUCATION

    The American College of Financial Planning

    Sonoma State University

Professional Staff

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.

Additional Resources

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.

Jeff Hillman

Wealth Management Banking Specialist

Merrill

Danielle N Jenne

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #855791

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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      Let’s Have a Conversation

      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.

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      Why Merrill?

      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.


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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.