Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His access to investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. David is driven by his passion for delivering excellent service and helping clients pursue their goals.
David also has experience helping clients with access to commercial banking and financing strategies from Bank of America, N.A., managing concentrated stock positions or dealing with the challenges of important transition events like retirement, inheritance or the sale of a business. In addition, he works with Bank of America Private Bank and clients' attorneys, accountants and other advisors to address legacy planning.
With over 30 years in the financial services industry, including 25 years at Merrill, David focuses on serving high net worth families in all facets of their financial life. He received his MBA from Kellogg School of Management at Northwestern University and a BA degree in Economics from the University of Chicago.
Community involvement is an integral part of how we interact with clients and communities. David and his wife live in Palatine, Illinois with their two children and are enthusiastically involved with volunteering and fundraising in support of autism organizations. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Northwestern University - MBA in Finance and Marketing
University of Chicago - B.A. in Economics
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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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Retirement Plan Manager
Wealth Management Lending Officer
Bank of America, N.A.
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
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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.