Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
David Ringler has spent 22 years helping individuals, families, foundations, and non-profit clients achieve their goals through the management, preservation and growth of their assets. He believes the underpinning of success is a well-developed strategy that melds philanthropic, financial and legacy objectives, and ties them to all aspects of his clients’ lives. David plays an active role in his relationships. A hands-on approach ensures that he is able to help with his client’s changing needs accurately and better understand the various facets of their lives. He provides his clients with a succinct service model that focuses on three simple principles: Educate, Incorporate, & Communicate. He strives to keep clients educated about their investments, informed about the factors that influence their lives, and involved in the decision-making process for their portfolios.
David entered the financial services industry in 1995 and has spent his career working directly with portfolio managers at some of the world’s leading investment managers. He believes the breadth of his experience places him at a tremendous advantage when evaluating a portfolio manager’s past performance and future potential. He hold the Chartered Advisor in Philanthropy® (CAP®) designation, administered by The American College, and the Chartered Retirement Planning CounselorSM (CRPC®) designation, offered by the College for Financial Planning. He also holds Series 6, 7, 63, and 65 FINRA registrations, as well as life, accident and health insurance licenses in multiple states.
David believes a balanced life is the essence of happiness. He is dedicated to helping his community be a better place to live and work. As such, he is involved in various non-profit organizations, using his time to help them better engage with their donors in order to achieve their visions. He has been blessed with two daughters and two sons, and in his spare time he enjoys playing golf and hockey, cooking for his family and playing guitar for his children.
*CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
*CRPC® and Chartered Retirement Planning Counselor(SM) are registered service marks of the College for Financial Planning.
Masuk High School
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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.
Retirement Plan Specialist
Retirement Plan Specialist
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 strategy, 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
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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 help you 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 help you 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.