Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

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Dave Wride began his career at Merrill Lynch Wealth Management in 2004. Returning to Merrill in 2020, Dave brings over 20 years financial services experience working with America’s most successful attorneys, business owners, corporate executives, management consultants, PEVC investors, oil & gas executives, medical professionals, educators, community leaders, nonprofits and foundations.

Dave works closely with individuals and families who have attained extraordinary career and financial success, helping them grow, preserve, steward and transfer their wealth effectively. With each client, Dave looks to build a lasting relationship that is squarely focused on achieving outcomes that are personally meaningful to them.

Diligent, strategic and results-oriented, Dave enjoys the individual process of uncovering client needs and priorities, defining financial goals and building customized financial strategies to help achieve them, while harnessing the capabilities of his team and the firm's platform to help execute and deliver results.


“Where are you trying to go? Where are you now?”

Dave listens to his clients with the trust, credibility, due diligence and professionalism of a former venture capital attorney. In 1999, Dave was 1 of only 15 law students hired nationwide to join the Silicon Valley office of America's premier boutique venture capital law firm. During the peak of the Internet Boom, Dave structured IPOs, M&A, venture financings and executive compensation for over 40 of the top PEVC firms in the world. As the associate attorney on deals ranging in size between $10-25 million to over $1 billion, Dave was entrusted with completing all due diligence tasks, including quantitative forensic analysis of financials, qualitative risk assessments and issue identification, conducting 1:1 interviews with key stakeholders and sourcing specialists as needed.

At Merrill, Dave feels his acumen for due diligence is a key differentiator that comes into play during the Discovery phase of the wealth management process. Building trust and rapport, asking the right questions, listening, investigating and following up with diligence and professionalism, Dave helps clients articulate where they are trying to go with their financial lives, and in relationship to their goals, where they are now with their current financial situation. 

“How do you get there?”

Dave helps solve for client goals and builds customized financial strategies with the strategic planning acumen of a former boardroom executive. Over the past 20 years, Dave has built hundreds of business plans, financial models and strategy decks for presentation to management teams, corporate boards, investment committees, advisory boards and individual investors. In the venture context, in 2006, Dave wrote a business plan that produced a multi-million dollar capital commitment from Goldman Sachs Special Situations Group to fund his seed stage specialty finance company. In the corporate context, in 2009, after a presentation to a boardroom of executives, Dave was selected to lead a Top 5 growth initiative for a Fortune 500 company.

At Merrill, Dave feels his acumen for strategic planning is a key differentiator that comes into play during the Recommendations phase of the wealth management process.


"Plan the work. Work the plan."

Dave harnesses the capabilities of the Merrill enterprise with the resourcefulness and execution of a former start-up entrepreneur. In 1999, Dave co-founded his first company, a b2b internet company, partnering with classmates from law school, the largest law firm in Chicago and a world renown PEVC professional recognized by many as "The Father of Private Equity." In 2000, Dave co-founded his second company, an internet access provider featured on the cover and in the table of contents of The Red Herring Magazine, one of the leading technology publications of the Dotcom era. Over the past 20 years, Dave has co-founded numerous other start-ups raising large amounts of capital from PEVC investors. In most of these ventures, there was no business when Dave got involved, but rather, just an inventor or a technologist with an idea shared in conversation over coffee. With each of these companies, Dave rolled up his sleeves to pull together resources and deliver results for his business partners.

At Merrill, Dave feels that his entrepreneurial passion for delivering results is a key differentiator that comes into play during the Execution phase of the wealth management process.


Dave is also a former sports agent, practice team punter for Notre Dame and team organist for televised hockey and baseball games. He wrote his law school thesis under the weekly supervision and tutelage of a professor who later became President of the United States.

Dave is a Chicago native and currently lives in Houston with his 7-year-old son (David Jr.) and 5-year-old daughter (Ellie). A super-active Dad and community volunteer, Dave has served scores of families in the Houston area as the Head Coach of baseball teams and soccer teams for leagues based in West University, Bellaire and Sugar Land. In his free time, Dave enjoys playing music on the piano, board games with his children, televised sports and a range of outdoor activities, including cycling, swimming, endurance fitness events, hiking and tennis.

*David does not provide tax or legal advice in his current role with Merrill.


    JD, University of Chicago

    MBA, Northwestern University

    BBA, University of Notre Dame

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life


I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.


My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.


I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.


My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.

Reviews to help you
stay on track

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.

    Changes in your life
    and to your goals

    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

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.