Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
David began his career in financial services at Raymond James in 2001 and joined the Bank of America management-training program in 2004. He served as an administrative manager for one year before becoming a financial advisor in 2008.
Today he is committed to working with uniquely successful individuals and families who are concerned with preserving, growing and transferring their wealth to their heirs. It is his steadfast goal to develop and maintain long-term, multi-generational relationships and be a valued resource for clients and their families for many years to come.
David’s mission is to be the first call clients make for all of their wealth management needs, including retirement income planning, health care expense planning, creating wealth transfer and succession planning strategies, and funding a college education. He can also provide access to a wide variety of banking, credit and lending services through Bank of America.
David earned dual bachelor’s degrees in finance and economics from the University of South Florida in Tampa, and holds the Chartered Retirement Planning Counsleor (CRPC®) designation. He and his wife, Lauren, live in Safety Harbor with their two children Graysen and Troy. In his time away from the office, David volunteers with his college alumni association, his children’s school, Metropolitan Ministries, and Homeless Empowerment Project. He also enjoys playing baseball, running, participating in various endurance sports such as triathlons, and spending time at the beach with his family.
We view communication as the foundation of a successful collaboration with you. We will make every effort to keep ahead of your changing financial needs and offer viable strategies to help you meet them. When your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs.
Our team has a single mission: To help you better organize your financial life, preserve your wealth, and achieve your financial goals—now and in the future.
University of South Florida
Forbes "America's Top Next-Generation Wealth Advisors"
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.