Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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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Director, Retirement Plan Specialist
Wealth Management Lending Officer
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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.
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