David Mead & Associates

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David Mead & Associates

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Merrill Lynch
Wealth Management
At David Mead & Associates, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch, we’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
Welcome

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Our Approach

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 investment strategy.

Once your goals are clearly articulated, we help you implement your investment 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 monitor 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.

Commitment To Clients

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 Lynch 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:

  • Client Focus
  • Respect for the Individual
  • Teamwork
  • Responsible Citizenship
  • Integrity

* The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.

Who We Work With

With over 30 years of experience, 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.

Capabilities

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 investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from 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 strategies for transferring wealth to the younger generation.

Meet the Team

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.

Additional Resources

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.

James Brennan

James Brennan

Trust Specialist

Adil Saleh Ahmed Al Nahdi

Adil Saleh Ahmed Al Nahdi

Wealth Management Banking Specialist

Keller Hardy

Keller Hardy

Retail Sales Manager, NMLS #1043656

Your Financial Strategy

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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

    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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    Access to what you need, when you need it

    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

    • Your advisor is never more than a click away within our site or mobile apps
    • 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

    *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.

    Let’s Have a Conversation

    Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.

    Why Merrill Lynch?

    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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    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.

    Personalized advice from a dedicated financial advisor.

    Getting to know you is our primary goal.

    A comprehensive approach, built around your life’s priorities.

    Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

    Adjusting your plan as your life and the markets change.

    We will work to help you stay on track, regardless of what the markets are doing.