Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David B. Bormel is a Senior Financial Advisor in the Towson,Md.office. David has spent his entire 35 year career in the Towson office. His main focus has been designing individualized portfolios of equities, fixed income and cash investments.David is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help client pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merill 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. Working together with specialists in different areas of experience, David offers clients assistance with a wide range of services, including wealth transfer , education planning, liability management, retirement planning, tax minimization, options and asset preservation. He works on incorporating wealth management strategies that range from asset accumulation to allow investors to attain a lifetime income stream.A lifelong resident of the Baltimore area, he currently lives in Owings Mills, Md. with his wife Aileen and children Allison and Eric.He devotes a great deal of time and attention at his synagogue, previously serving on its Board of Trustees. |Professional Staff Megan McDermott Registered Client Associate 410-321-4332.
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.
University of Maryland
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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.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.