Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
At Pulliam & Associates, Merrill Lynch Wealth Management, we are dedicated to the success of clients' long-term financial dreams. We believe, the heart of success is rooted in having a financial blueprint to turn aspiration to reality. We believe that our disciplined planning and investment process provides that blueprint.
We understand that investors are overwhelmed with the speed of modern global financial markets. We offer clarity and a path to success. We provide clients confidence in a complex world with proven wealth management strategies and a disciplined investment process that is tailored to the clients’ individual circumstances.
Since no Financial Advisor can work with every household, we have developed our services to best fit executive level professionals, small business owners and affluent individuals. By partnering the vast resources of Merrill with an open-minded approach to investing, our process enables clients to better achieve their goals. Our commitment to proactive communication and transparency with clients, is what makes us distinct against a landscape of unfocused investing and mediocre advice.
David M. Pulliam is a Senior Financial Advisor with Merrill Lynch Wealth Management. David earned his Bachelor's of Business Administration Degree in Finance from The University of Arkansas, Little Rock College of Business. After starting a career in financial services in 1996, David relocated from Arkansas to the Southern Nevada community in 1998. For David, being active in the Southern Nevada community is a high priority. David has served on a number of Boards of Directors in the Southern Nevada Valley, including Leukemia Lymphoma Foundation and Make-A-Wish® Foundation of Southern Nevada.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Arkansas System
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.
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.