Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
David uses his decades of experience and diligence to provide highly personalized wealth management to an affluent clientele residing in and around Houston, throughout Texas and across the country.
Over the past two decades, David has worked closely with business owners, executives, attorneys and engineers, implementing financial strategies for their life priorities.
David joined Merrill Lynch Wealth Management in 1992 having begun his career in 1990 at Rauscher, Pierce, Refsnes, Inc as a Financial Advisor. David has worked in the Memorial Westlake office for the last twenty-six years where he has taken a leadership role in helping develop younger financial advisors. David’s true passion, however, is formulating and executing a thoughtful, planning based approach to address his client’s diverse needs and goals.
“Spending time with clients and spouses is critical to our understanding of their satisfaction. By sharing information freely and frequently, we can provide meaningful guidance. We’ve worked with numerous clients in the energy industry,” David points out. “Each enjoys or envisions a particular lifestyle. Some want to travel, play golf, and purchase second homes. Others wish to simplify or be more involved with grandkids or charitable endeavors.”
Based on client circumstances and other factors, David coordinates with client CPA’s and attorney’s to formulate risk managed investment and retirement income strategies, including Social Security maximization, to align with liability management and legacy planning.
A graduate of Texas A&M University, David earned a Bachelor of Business Administration in Finance. A Houston native, David, his wife Leslie, live in Sugar Land, Texas and have three children. In his favorite “away from the office moments,” David loves family time, coaching baseball and watching his youngest child, Gabi, play soccer.
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.
Texas A & M University
Our experts examine the forces that are changing the world – and how they may impact your life
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
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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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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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.