Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
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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.
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
*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.