Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
After 18 years in the railroad industry, David began his career in the financial services industry in 1987, joining Merrill Lynch Wealth Management in 1990. David has been the Resident Director of the St. Simons office since 2004 and his focus centers on developing strategies and recommendations for high-net-worth individuals and their families, looking to address all aspects of their financial lives including accumulation, preservation and transfer of assets.
He believes in creating enduring client relationships through his commitment to providing outstanding financial guidance and service. His goal is to be a lifetime resource and form an essential relationship with those who have entrusted him with their financial well-being.
David is a graduate of Temple University in Philadelphia, Pennsylvania with a degree in Economics. He has been an active community member in the Golden Isles for over 25 years, having served on the boards of the Glynn County Airport Commission, Golden Isles Kingfish Classic, Hospice of the Golden Isles and former President of the Brunswick Kiwanis Club. David, his wife Deborah, and their daughter Caroline call St. Simons Island home.
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.
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.
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.