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David began his financial services career as a Senior Associate at KPMG Financial Advisory in 2007. Prior to joining Merrill, David worked as a Vice President Private Client Advisor at J.P. Morgan Chase. As a Vice President Financial 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 28 years. He is fluent in Mandarin. In his free time David enjoys traveling, film making, and electronic music production.
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.
NMLS #482844
We understand that both your life and the financial markets can change over time. By 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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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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