Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Why work with David
David and his team of Financial Advisors at Merrill Lynch focus on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. His team's investment advice and strategies are guided by understanding your goals, risk tolerance, time horizon, and liquidity needs.
David and his team will start by talking about your aspirations. They will encourage you to ask questions about what matters most, such as if you are on track to retire when and how you want, 401(k), 403(b), and TSP roll-overs, when to take social security, purchasing or refinancing a home, taking care of health and family, college savings, and charitable giving.
Once they have helped you prioritize, they will, with access to Merrill Lynch investing insights and the banking convenience of Bank of America, work with you to develop a personalized roadmap to pursue your goals. They will also meet with you periodically to review your goals, progress, and any adjustments needed to help you stay on course.
Before joining Merrill
David led teams at Fortune 100 corporations in the aerospace and consumer goods sectors to develop revenue growth and cost-savings action plans and obtain buy-in from executives in order to implement them. Now David applies these experiences and skills to help individuals and families.
What David cares about
David follows Merrill's tradition of participating in the community because service is a part of who he is. For example, he previously served on the board of an after-school arts program and in Broadway theater, where he and his team received a Tony-nomination for Best New Musical. He continues to volunteer in youth development and his church's homeless outreach. He especially loves spending time with his daughter and with relatives on their family farm in Kentucky.
David holds the Series 7/ 66 FINRA registrations, can provide access to Bank of America's home financing services (NMLS ID 1698810), and offers life and health insurance. In addition, he has a MBA from the University of Chicago Booth School of Business and a B.S. in Economics from Centre College (KY).
Arabic & Spanish
University of Chicago Booth School of Business
Centre College (KY)
American University in Cairo (Egypt)
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.