Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
200 CONCORD PLAZA DRIVE
SAN ANTONIO, TX 78216
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David joined Merrill Lynch as a Financial Advisor in 2011 bringing 6 years of prior financial service industry experience at Bank of America with him. He is a team member with K&I Associates, a Merrill Lynch Wealth Management team committed to offering 360-degree investment and wealth management planning to individuals, families and businesses.
David’s approach to wealth management is consultative and objective, with a focus on both long term and short term goals. His belief is that proper understanding of the client’s priorities helps him to develop strategies that can have a significant positive impact on clients’ lives. David achieves this by spending significant time at the beginning of the relationship developing a knowledge and appreciation for each individuals concerns and goals.
David’s team, K&I Associates, is a group of dedicated individuals driven by a desire to deliver high quality services, products and advice to a select number of affluent clients. Each facet of their business model is guided by a defined process helping to ensure consistency of the client experience.
David is a graduate of the University of Texas at San Antonio with a B.B.A. in Accounting. He and his wife Daisy have lived in San Antonio since 2005. Through their membership in several church organizations, they are committed to giving back to the community, which has given him opportunity.
English & Spanish
University of Texas System
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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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*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.
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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.