David A. Wyman is a nationally recognized Wealth Management Advisor with over 16 years of experience in the financial services industry. After realizing that the complexities and ever changing dynamics of wealth planning can no longer be easily done by a single advisor, he co-founded Wyman, Dapic & Moore Wealth Management on the model of selecting highly-educated and well-trained professionals who are focused on the client-first mentality with exceptional service experience. Each individual on the team was thoughtfully selected based on their experience, skills, and commitment to caring for the individual. His team takes pride in creating deep-rooted relationships with each individual to always provide compassionate, unique solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals, and the costs associated with the recommendation.
Wyman, Dapic & Moore serves a select group of highly successful clients, creating strategies unique to their circumstances. Dave has built a team that focuses on intellectual rigor, client portfolio customization, and a committed white glove service to better prepare clients for their financial goals. The team prides themselves on helping clients navigate the complexities of managing substantial wealth.
Dave has gained national recognition as a leading Financial Advisor. He has been named Forbes:
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.