Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
214 Senate Avenue
Camp Hill, PA 17011-2344
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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 M. Saurman, CRPC®
Wealth Management Advisor
Senior Portfolio Advisor
David M. Saurman joined the Merrill Camp Hill, Pennsylvania office in 2005. David was previously employed in the financial/insurance services industry and is extensively licensed. He holds Series 6, 7, 31, 63, & 65 FINRA registrations along with a life, accident, and health insurance license, for additional planning needs. David holds a CRPC® (Chartered Retirement Planning Counselor)* designation. In addition he 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 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 was educated at Indiana University of Pennsylvania and obtained a degree in Finance and Economics, with a concentration in Financial Investments and Planning. He helps high net worth clients and businesses focus on retirement, estate, and insurance planning issues. In addition, David is part of the CS Group and CS & Associates. Both teams are qualified to handle high net worth clients and a diverse range of wealth management situations. David currently resides with his wife, three sons, a daughter, two Bengal cats, and a Mini-Goldendoodle dog in Dillsburg, Pennsylvania, part of York County. Outside of work, David is heavily involved in his children's activities in and around the community. He has an active role in DYB (Dillsburg Youth Baseball) as a coach/mentor in addition he has coached Upward Sports at his local church. When not involved at work, family-life, or the community David enjoys attending church, golfing, boating & fishing, and most outdoor activities with his family and many friends.
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.
Indiana University of Pennsylvania
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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 approach, 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.
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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, 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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.