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Profile

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 Wealth Management 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.
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David Bobker, CRPC®, CPFA®
Wealth Management Advisor
Vice President
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 Wealth Management 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.



Katalina Varona
Wealth Management Client Associate

Katalina joined Merrill Lynch Wealth Management in 2017 and since then has been providing excellent service to Merrill 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. 




*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*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.

  • LANGUAGES

    English & Hebrew

  • EDUCATION

    Baruch College

    Brooklyn College

Professional Staff

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.

Additional Resources

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.

Mason Flinn

Employee Benefits Specialist

Bank of America, N.A.

Paul Vincent Barbarino

Employee Benefits Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.