Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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.
JD, University of Chicago
MBA, Northwestern University
BBA, University of Notre Dame
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 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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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 will work to help you stay on track, regardless of what the markets are doing.
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.