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
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Wealth Management Lending Officer
Bank of America, N.A.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.