Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
David is a Senior Vice President, Senior Financial Advisor, Senior Portfolio Advisor and Retirement Accredited Financial Advisor in the Atlanta/Buckhead office, having joined Merrill Lynch in 2000 in the Private Banking and Investment Group servicing the needs of ultra high net worth individuals and families. In 2006, David became an advisor working with Merrill Lynch’s Global Wealth and Investment Management Group continuing to work with high net worth individuals and families. His areas of emphasis include legacy planning, charitable, retirement and wealth management strategies. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies.
David has a Bachelor of Science degree in Business Administration from Ohio State University. Before joining Merrill Lynch in March 2000, he spent 18 years with New York Life Insurance Company where he worked with business owners and high net worth individuals regarding their legacy planning, financial, retirement and investment planning needs. David is also a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Heart, Cancer, and Brain Health Research . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Ohio State University
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.