Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Prior to joining Merrill in 2012, David enjoyed a career consulting and advising clients on their residential lending needs. Previously, he spent several years in equity research at Solomon Smith Barney and Thomas Weisel Partners. Today, he draws on this background to offer a broad range of services designed to help successful entrepreneurs, individuals and families grow, preserve, and transfer their wealth for the next generation.
Long before he formulates any specific strategies, David spends a considerable amount of time asking questions and deeply listening to clients’ needs, aspirations, and issues in their financial lives. His mission is to learn everything he can about their unique stories and utilize their input to help create customized strategies that reflect their goals and aspirations.
In addition to offering investment advice and guidance, David works with a multidimensional team of specialists to aid him in addressing clients’ unique situations with respect to retirement income planning services; wealth transfer; and trust and estate planning services. He can also provide access to Bank of America’s banking, credit, and lending services.
David earned a B.S. in Finance from Northeastern University in Massachusetts and an M.B.A. from Fordham University in New York City. He holds the Chartered Retirement Planning Counselor (CRPC®) designation.
David and his wife have three children and reside in Ridgewood with their therapy dog. In addition to volunteering with Ridgewood Jamboree, an organization providing needs-based scholarships to college-bound Ridgewood High School seniors, David is a past Board of Adjustment member for the Village of Ridgewood and has donated his time as a Little League Baseball coach. A lifelong skier and an avid golfer, he also enjoys Peloton bike riding.
Carol has worked at Merrill Lynch Wealth Management since 1992 and is an integral part of our team given her experience. Carol assists clients in the day-to-day administration of their accounts and is committed to providing excellent service.
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.
Learn about the MyMerrill Mobile App.
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.