Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David and his team focus on developing a meaningful relationship with each of their clients. We believe the well-being of each person is central to developing and accomplishing their financial goals. Through our established process, we analyze your financial position in combination with an investment personality assessment to create a detailed financial strategy that is tailored to you. With our guidance, recommendations and Merrill’s investment research, we will assist you every step of the way in making informed decisions and executing your orders. We provide education on a wide range of topics from financial opportunities, investments, retirement, transition planning, estate planning, business solutions, lending and much more.
What would you like the power to do?
David is a US Marine and veteran of the war in Afghanistan. After 9/11, David felt called to serve his nation and continues to proudly support our military and first responders who fight for our freedoms and keep us safe at home.
David grew up in Royal Oak, Michigan. He graduated from the Mike Ilitch School of Business at Wayne State University where he earned a B.S. in Business Administration with a major in Finance. David is an active member of the community and serves as a Big Brother to students at Madison Heights High School. He also volunteers with the Michigan Veteran Foundation and Detroit elementary school outreach group, Summer in the City.
Wayne State 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.
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.