Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David Airomloo, CRPC®
Senior Financial Advisor
As a Senior Financial Advisor, David believes promising results and delivering results are two very different pursuits. Anyone can promise investors massive returns with little risk, but he thinks clients deserve experienced, candid guidance that creates realistic expectations while preserving capital. David began his career in an advisory environment that demanded fast-paced, high-volume client service. In 2008, he joined Merrill Lynch Wealth Management to build a service model that better supported his professional values and personalized client dedication.
Investing is a true passion for David, and he is driven to support all clients’ goals with the best possible service and advice. While his prior advisory experience introduced him to thousands of investors’ needs and challenges — resulting in the seasoned outlook he brings to current client relationships — David believes lasting wealth depends on customized strategies and in-depth understanding of clients as investors and individuals. He feels he can best serve clients with lifelong relationships, so he can help guide their retirement plans and investment strategies for years to come.
When supporting clients, David brings a conservative, forward-looking perspective to wealth management that relies on discipline, planning and long-term guidance — and he purposefully built a strong educational foundation for these relationships. He holds an MBA, a Master’s degree in information technology and computer systems, and a bachelor’s degree in management from the University of Florida.
David is fluent in English and Farsi, and conversational in Spanish. He currently resides in Coral Gables and is a proud member of the Kiwanis Club of Little Havana.
Named to Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2019.*
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019. For more information about the selection criteria, go to http://details-he.re/8ny9H7 . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Persian
University of Florida
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
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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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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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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.
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We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.