Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
David Mead started his Wall Street career in 1988, when he worked as a Financial Consultant for PaineWebber, Incorporated. In 1996, David joined Merrill, and has since put together a planning based wealth management team – David Mead and Associates. With over 30 years of experience, David Mead & Associates has distinguished itself by providing customized advice and guidance serving individuals, families and foundations.
Headquartered in Reston, Virginia, David Mead & Associates works with their clients by helping them quantify their goals and objectives, setting an investment course, navigating through the noise, and serving with a humble heart. In doing so, we help our clients grow their assets, diversify their holdings, help them to help others – whether family or through philanthropy, all in a tax-efficient and fee-transparent manner.
We do not subscribe to a “one size fits all” philosophy. The work we do is customized for you and your financial situation. This means taking into account where you are now, your tolerance for risk, liquidity needs as well as your time horizon.
We focus on understanding clients’ goals and objectives so that we can help them to develop a targeted, customized approach. Whether the subject is retirement, education for children or grandchildren, estate planning services or philanthropic objectives, quantifying their goals is critical in developing an appropriate strategy.
Once your goals are clearly articulated, we help you implement your strategy. This process includes a thorough review of assets and liabilities, as well as an intensive understanding of your comfort level with risk. Our experience has shown that risk management within an investment portfolio is a key driver of long-term investment performance. Our approach is scalable and nimble, able to respond quickly to market opportunities as needed.
From implementation forward, we review the portfolio, as well as your progress toward your goals. Through regular communication, we provide periodic performance updates, and are able to recommend adjustments as the market and economic environments dictate.
As a client, you will have a dedicated three-person wealth management team, with each member having a specific role and skill set. You will be served by a senior wealth management advisor and two registered client associates with access to additional resources such as a Wealth Management Lending Officer from Bank of America, N.A., who can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. In addition, we will consult with other specialists within Merrill and Bank of America as needed, in concert with your personal tax advisor and estate planning advisor and/or attorney.
At our core, our commitment to our most valuable asset – our client, is based on our five principles of superior service:
* The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
With over 30 years of experience, David Mead & Associates has distinguished itself by providing customized advice and guidance serving individuals, families and foundations, with our mission to help our clients achieve their goals. The clients we work with come from all walks of life: they are business owners, professionals, athletes and corporate executives. We pride ourselves on our client focus and the strong relationships we develop with individuals, families and foundations.
Our 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. Our 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. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 , 2019, and 2020
Supported by the global resources of Merrill, our 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 Banking Specialist
Bank of America, N.A.
Retail Sales Manager
Bank of America, N.A.
Learn about the MyMerrill Mobile App.
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 periodically 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.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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 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.
We will work to help you stay on track, regardless of what the markets are doing.