Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
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
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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, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.