Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Bobker Group recognizes that superior wealth management extends beyond returns and investment vehicles. Managing wealth requires ongoing attention to a client’s ambitions. That’s why, at the outset of each relationship, the group works diligently to understand each client, allowing for a disciplined, yet flexible investment approach that falls in step with clients’ lives, as they evolve.
Put simply, the group is client-oriented, not trade-oriented. Rather than plan the next transaction, it looks toward the next generation of clients. In fact, through productive discussions with clients and their families, both interests and issues are uncovered for which considerations are made part of an overall wealth management strategy.
For affluent entrepreneurs, physicians, attorneys, accountants, corporate executives, investment bankers, and retirees, the group works hard to educate clients about each component of their portfolios. Accordingly, significant time is spent to deliver a high level of knowledge, as well as service. And rather than making “life-changing” decisions on behalf of clients, the team strives to assist clients in making their own. To offer advice in a productive manner, the group calls upon Merrill Lynch specialists and external experts – along with clients’ tax advisors, attorneys and other professionals.
With its mission of managing wealth with minimal volatility and without undue risk, the group maintains a broadly diversified investment style across asset classes – including stocks and bonds, along with alternative investments. The group meets regularly with selected money managers to review fund performance and discipline.
Many clients have been with the group for decades – others have been recommended by colleagues and family members. The group considers this to be of tremendous personal reward, the result of being involved and in touch with clients’ lives.
David Bobker, CRPC®, CPFA®
Wealth Management Advisor
Senior Portfolio Advisor
For more than 20 years, David has worked directly with business owners and C-suite executives – helping to integrate their cash management, financing and investment needs into cohesive strategies that enable each client to pursue their short- and long-term goals. His approach to wealth management is consultative, objective and committed to excellence.
David is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
David also holds the Certified Plan Fiduciary Advisor (CPFA®), as well as the Chartered Retirement Planning Counselor (CRPC®) designations, making him uniquely qualified to assistant individuals and Profit and Non-Profit Investment Committees in planning and advising on proper retirement plan asset allocations and fund selections.
A 1993 graduate of the City University of New York’s Brooklyn College with a Bachelor’s degree in Computer Science, David earned his MBA in Marketing and Finance from the City University of New York’s Baruch College in 2000. David lives with his wife Shoshana, a certified nutritionist, and their seven children in Passaic, New Jersey.
Katie joined Merrill Lynch in 2017 and since then has been providing excellent service to Merrill Lynch clients by making sure she goes the extra-mile for each individual client.
Currently she is working with David Bobker and assisting his clients with their daily inquires and trades. Katie has a Bachelor of Science from Marist College, where she majored in Business Administarion and Finance.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
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.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Director, Retirement Plan Manager
Director, Retirement Plan Specialist
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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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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.
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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.