Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Senior Financial Advisor and Retirement Benefits Consultant, David is among an elite group of advisors at Merrill Lynch Wealth Management. He focuses on the business retirement plan market, working with small to mid-sized companies and professional practices. David also has experience helping clients with access to commercial banking and financial strategies from Bank of America, N.A., dealing with the challenges of important transition events like retirement, inheritance or the sale of a business. In addition, he works with clients' attorneys, accountants and other advisors on issues such as estate needs.
David has earned the Certified 401(k) Professional designation from The Retirement Advisor University in collaboration with UCLA's Anderson School of Management and the Certified Plan Fiduciary Advisor designation from the National Association of Plan Advisors. He also earned the Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist℠ designations awarded by the College for Financial Planning. David has a Bachelor's of Science in finance from Nichols College.
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.
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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