Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
David Kay is a Vice President and Senior Financial Advisor at Merrill Lynch’s Blue Bell office. He has been in the financial services industry since 1997.
My overriding objective is to help clients achieve their life goals. Investments are a means to goal and lifestyle achievement, not an end unto themselves. Leveraging my legal background and experience, I am able to think and act differently than traditional money managers to work with clients and their professionals to produce customized recommendations.
I joined Merrill Lynch in 2008. My focus is on professionally managed portfolios and alternative investments. My prior experience includes Wealth Advisor with Lehman Brothers, Institutional Relationship Manager at The Bank of New York, and Attorney for SEI Investments. I earned my BA in International Relations from the University of Wisconsin and my JurisDoctor from the Villanova University School of Law. I hold the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
I reside in Lafayette Hill with my wife, Heather, and two children. I am a passionate Philadelphia and college sports fan. My free time is spent golfing, attending and coaching my kids' sports activities, and being involved in numerous philanthropic organizations, including serving on the Board of Directors for the Jewish Federation of Greater Philadelphia.
I value the human side of wealth management, which is why I work as hard to build trust and lasting relationships with my clients as I do to create and maintain wealth.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Wisconsin
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.