Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David leads an experienced goals-based wealth management group providing customized financial strategies. David spends much of his time learning about clients’ current needs, concerns and future aspirations. Backed by the vast resources and investment insights of Merrill Lynch Wealth Management and the banking strength of Bank of America, he develops customized strategies and recommendations for the various life scenarios clients may face many of whom are business owners, entrepreneurs, financial services executives and corporate executives. David’s goals are to exceed their expectations with exceptional service and personalized attention as well as to be an objective financial resource and collaborator in matters large and small. His mission is to provide clarity, understanding and transparency for client's financial matters and have a meaningful and lasting impact on their lives.
David joined Merrill Lynch Wealth Management in 2011 and has been in the financial services his entire career. As a former Investment Specialist, David brings over 20 plus years of consulting experience working with private individuals, business owners, corporate retirement plans and nonprofit organizations. David has spoken at industry conferences for the Financial Planning Association and Investment Management Consultants Association.
David double majored and graduated from University of Rhode Island with a BA in Economics and Political Science. David has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification and Certified Investment Management Analyst® (CIMA®) certification, awarded by the Investments & Wealth Institute™ and in conjunction with the University of California – Haas Business School. David firmly believes continuing education is essential for serving the best interests of clients.
David was born and raised on the South Shore and now lives in Scituate, Massachusetts with his wife Beth and their four children. He is actively involved in their community as a Trustees for South Shore Hospital, Board of Directors South Shore Elder Services, Government Affairs Committee Member at the South Shore Chamber of Commerce and former Chairman of the Town of Scituate Capital Planning Committee, Public Building Commission and School Building Committee. David also coaches youth hockey for the South Shore Seahawks and baseball for Scituate Little League. David enjoys spending free time with his family either on their boat fishing, skiing or golfing.
University of Rhode Island
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.
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.
Senior 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.
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We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.