Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

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David Friedlander, CPFA, CRPC

Vice President
Senior Financial Advisor
Learn more about an advisor's background on
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Merrill Lynch
Wealth Management

My team and I pride ourselves on delivering modern, sophisticated wealth management to help you reach your financial goals.

Profile

David Friedlander was born and raised in the Virginia suburbs of Washington DC.  He later attended Indiana University and received Bachelors degrees in both Marketing and International Business.  Upon graduation, he worked and lived in Chicago for 10 years, during which time, David earned an MBA in Finance from DePaul University. 

After that time and deciding extended winters were no longer enjoyable, David moved to South Florida where he resides in Palm Beach County with his wife and two children.  David enjoys and takes great pride in being a part of his local community and volunteers as much as possible.  Many seasons have and continue to be spent coaching his kids' sports, such as soccer and baseball, as well as a current committee member of Temple Beth El and a member of the Wexner Foundation.  David also held a previous board position with the JCC of the Palm Beaches, a leadership role with the local YMCA Indian Princess group, and the Federation of Palm Beaches.

David is skilled in weighing multiple factors that impact your wealth: Your balance sheet, risk tolerance, family dynamics, personal priorities, tax situation, long-term aspirations, and the ever-present changing fiscal and economic conditions in which we live. By utilizing that analysis as his foundation, David will work with you to create a path forward that is uniquely yours, helping to deploy your wealth with proper thought and care.

Together, all aspects of your financial picture are managed and a plan is designed to help you achieve your goals. David holds undergraduate degrees in Marketing and International Business, and an MBA in both Finance and Real Estate. He also holds the Chartered Retirement Planning Counselor, CRPC® and Certified Plan Fiduciary Advisor, CPFA designations.

David believes strongly in these simple concepts: hard work, consistent communication, a relentless emphasis on quality and community leadership.

WHAT YOU CAN EXPECT FROM ME:
I work with you in pursuit of your goals. Your needs are of utmost importance to me.
I am respectful of your time. I strive to make your life better by adding consistent value.
I believe in regular and reliable communication. Together, we form a plan that fits your needs and to help you reach your dreams.
I do my best to meet and beat your expectations, utilizing my knowledge of best practices, the resources of my team, and the extensive capabilities of Merrill and the banking convenience of Bank of America.

  • LANGUAGES

    English

  • EDUCATION

    DePaul University

    Indiana 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.

Sameer Derashri

Wealth Strategist

Merrill

Gabriela Bias

Wealth Management Banking Specialist

Merrill

Jon Berens

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1582686

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

As a Senior Financial Advisor with Merrill Lynch Wealth Management, David Friedlander focuses on connecting all aspects of your financial lives to help you prioritize and pursue goals that matter most. David works with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. David helps you articulate your short, and long-term goals, then work with you to establish a financial approach aligned with what you strive to achieve. He does so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.

Philosophy

David believes the best financial approach is the one that helps you pursue your goals. That's why, from the start, he and his team talks 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, David 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

      I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

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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.