David Chapman, CFP®

David Chapman is a Wealth Management Advisor who holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He focuses on investment strategies customized to each client’s unique financial goals. Employing a disciplined approach to investing and planning, his team helps affluent individuals and small businesses to grow and preserve their assets over time. The team he leads has more than 50 years total experience offering help with portfolio construction, retirement and estate planning services, insurance, and lending.

Prior to joining Merrill Lynch Wealth Management in New York City in 2006, David Chapman served as a capital markets analyst at Thomson Financial, advising corporate management teams and boards on their institutional shareholders’ movements and on market trends. Prior, he worked with the St Regis New York and Duke University. He has a BA with highest honors from UNC-Chapel Hill.

David Chapman has served as a volunteer tutor and Junior Board member at the East Harlem Tutorial Program, where he also developed a financial literacy curriculum for high school students. David is a former vestry member of his church and previously served as a board member of the NY Carolina Club.  He's also a gradually improving marathon runner, lucky husband, and a proud dad.

 


*Lending Services are through Bank of America, N.A.

Julie Hope has over 30 years of experience in the financial services industry.  Since joining Bank of America’s predecessor Seafirst in 1978, Julie has served as a Premier Banking Client Manager, a Product Specialist, and as a Banking Center Manager.  Julie brings her experience in wealth management to help her clients with financial strategies focused on long-term investment, retirement and estate planning services, cash management, and lending through Bank of America, N.A.  With a personal touch, she listens and strives to fully understand each client’s unique needs and financial goals.

During her career, Julie has enjoyed living in and serving affluent clients in the Seattle, Atlanta, and Spokane regions.  She has a Bachelor of Arts degree in Business Marketing and Finance from Eastern Washington University.  Julie grew up in Spokane and proudly attended Ferris High School, which she has continued to serve in various capacities.  Julie also volunteers for other organizations like Junior Achievement and the Girl Scouts of America.  In her free time, Julie and her husband enjoy traveling, skiing, boating, and spending time together with family and friends.

Jennifer Mathiason joined Merrill Lynch Wealth Management in 2022.  She started her career in the financial services industry in 1998, and has served clients in many different consumer banking roles at Bank of America and other firms.  She has extensive experience as a personal banker, assistant branch manager, and as VP-Financial Center Hub Manager.  Her love of helping clients optimize their savings efforts and meet their financial goals has inspired Jen’s long-career in the financial industry.  Jennifer attended Whitworth University on a track scholarship.  She has served her community via the Greater Spokane Incorporated Ambassador program, and through volunteering for Meals on Wheels and for Junior Achievement.  In her free time, Jennifer loves camping and spending time with her family and fur babies.