Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David began his financial services career as a Senior Associate at KPMG Financial Advisory in 2007. As a Financial Advisor and a Portfolio Advisor at Merrill Lynch Wealth Management, David focuses on developing strategies and providing investment guidance for individuals, their families and their businesses by understanding their short and long-term financial objectives.
David focuses on investments, portfolio management, retirement and educational planning, tax minimization strategies, solutions for business, and lending (including Mortgage Loan, Home Equity Loan, Commercial Loan financing)(NMLS ID 1822379). He creates a customized wealth management plan for each client, leveraging his access to the immense resources of Bank of America and the award-winning research team at Merrill Lynch Wealth Management to address their unique set of concerns and goals.
David holds a master’s degree in Accounting and Taxation from University of Hartford and a professional certificate in Finance from New York University. He is a licensed securities broker and investment advisor (holds Series 7 and 66 FINRA registrations). He is also licensed in Life, Annuity, Accident, Long Term Care and Health Insurance.
David has lived in Connecticut and Massachusetts with his wife for over 20 years. He is fluent in Mandarin. In his free time David enjoys traveling, film making, and electronic music producing.
Merrill Lynch Wealth Management is here to help you achieve your goals. It is more than looking at markets and returns. It’s about what’s important to you — reaching your goals and managing risks. Whether you’re welcoming a new addition to the family, buying a new home, sending children to college, planning for retirement or leaving a legacy, we will work closely with you to help you define your priorities and connect you to the right solutions.
English, Mandarin & Chinese
Eastern Connecticut State University
University of Hartford
New York University
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.
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
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.
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.