Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David joined Merrill Lynch Wealth Management in February of 2000 after beginning his career in the financial services industry in 1992. He has dedicated himself to thoroughly understanding the priorities and needs of affluent and high net worth individuals and their families. He provides personalized attention along with a disciplined and customized investment strategy aimed at pursuing their goals and objectives. In doing so, he utilizes his access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives.
David graduated Summa Cum Laude from Rollins College with a BS degree majoring in Economics. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
David holds the Certified Private Wealth Advisor® certification, administered by Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business. He also holds the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School at the University of Pennsylvania. In addition, he holds the Accredited Wealth Management AdvisorSM, Chartered Retirement Planning CounselorSM, and the Chartered Retirement Plans SpecialistSM designations.
David works to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can help meet your financial needs.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
We put you first, every day.
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.