Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
David R. Bauman - Financial Advisor
I was born and raised in the Fox Valley, and graduated from Lawrence University with a degree in history. After receiving my Juris Doctorate from the University of Wisconsin Law School, I worked with a large financial services company as a financial representative for 8 years. I also earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
I returned to school to pursue an MBA from the University of Wisconsin School of Business, after which I worked as an investment manager with a boutique trust company in the Fox Cities, before joining the Green Bay office of Merrill.
Using a goals-based approach, I work with a select group of families and businesses in developing strategies to manage their wealth. My services are aligned with the interests of my clients through fee-based compensation, and allow our strategies to go beyond the single dimension of investments.
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. I have been a member of the Neenah Rotary Club since 2011, serving on the Board of Directors and the Rotary Foundation Board. My Merrill team is committed to consistently working within the region, and we readily make available our experience and professional colleagues whose insights may be of benefit to those looking to preserve and grow their wealth.
My clients entrust their financial futures to me and my team. Our training allows us to accept this responsibility. Our personal integrity and reputation earn it.
*David does not provide legal advice in his role with Merrill.
*CLU® and Chartered Life Underwriter®, and Chartered Financial Consultant® and the ChFC® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.
University of Wisconsin - Madison
Our experts examine the forces that are changing the world – and how they may impact your life
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
We put you first, every day.
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.