Personalized advice from a dedicated financial advisor.
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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 financial 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.
English
Texas A & M University
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.
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 Strategies Advisor
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #966891
Retirement Specialist
Bank of America, N.A.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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