Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
205 SOUTH SALINA STREET
SYRACUSE, NY 13202
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David Schneid brings over 20 years of professional experience to the Merrill Lynch Wealth Management team. I joined Merrill Lynch as a financial advisor in 2016 and hold the Series 7 and Series 66 FINRA Registrations. My focus is on working with business owners, high net worth individuals, and families to develop financial strategies that are designed to help them pursue their short and long-term goals.
Prior to joining Merrill Lynch, David was the CEO of Summit Software, Microsoft’s authorized licensing agent for Visual Basic for Applications. David began his career as a mortgage trader, and has additional experience with technology startups and investment banking.
David earned a B.S. in Business Management and Marketing from Cornell University. While at Cornell, David was a four year varsity lacrosse player, earning both All-American and All-Ivy honors three times. In addition, David played three years of junior varsity ice hockey. He received an MBA in Finance and Entrepreneurship from Columbia University in New York.
A native of Central New York, David currently resides in Syracuse, NY and enjoys spending his free time with his wife, six children, and dog. In addition, David is active in youth sports, coaching youth hockey and youth lacrosse.
David embraces Merrill Lynch's philosophy of Goals Based Wealth Management. This process starts with a thorough understanding of each client's financial situation, an identification of each client's unique and individual goals, and discovery of each client's concerns. With this foundation in place, we will work in a transparent, collaborative, and confidential manner to design and implement a financial strategy to pursue your goals. This process continues with regular reviews and communication.
Since the merger between Bank of America and Merrill Lynch, our ability to service your needs has dramatically increased. This includes commercial banking and lending, retail banking and lending, and additional access to customized products and solutions.
This is a business based on a foundation of trust. David welcomes the opportunity to discuss your goals and aspirations, and determine how a relationship with Merrill Lynch can help you pursue the things most important to you.
Goals Based Wealth Management
Insurance and Annuities
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.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.