Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1509 EMERALD PARKWAY
COLLEGE STATION, TX 77845
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“We meet with clients when and where they prefer – and know many of their children. We’re a family that treats clients like family.”
David joined Merrill Lynch in 1996. Since then, he has honed a disciplined, yet friendly discovery process in which he works to gain a genuine appreciation of client motivations and aspirations. Devoted to listening and learning from clients, David’s disciplined process allows him to evaluate their needs beyond investments – from cash flow, insurance and trust considerations, to transition and succession concerns for families and businesses. One way David seeks to allay client concerns over daily investment decisions is by providing the option of discretionary management of their portfolios. His dynamic investment approach helps clients in responding to market conditions and to their changing circumstances. As he points out, “Client portfolios are a means to important ends. Helping clients’ achieve desired lifestyles and legacies is my goal.” David is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
A 1983 graduate of Texas A&M University, David sings in the church choir and enjoys golf, hunting, fishing, photography, woodworking and gardening. He participates in several groups including Houston Golf Association, Golfers Against Cancer, South Texas Professional Golfers Association, Walden 100, and Montgomery County Animal Shelter. David greatly enjoys spending time with his wife and sharing his young daughter’s interests – especially, helping build her collection of animals.
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.
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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.
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.
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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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 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.