Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.