Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 in 2011 and has been in the financial services his entire career. As a former Investment Specialist, David brings over 18 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 designation of Certified Investment Management Analyst® (CIMA®) in conjunction with the Investment Management Consultants Association and 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.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management.
University of Rhode Island
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch 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.