David Wyman Headshot Image
David Wyman
Senior Vice President, Wealth Management Advisor
100 Federal Street
Floor 17
Boston MA 02110
(617) 946.4017
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

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:

  • "Best-in-State Wealth Advisors", 2024
    (Published on April 3, 2024. Rankings based on data as of June 30, 2023.)  
  • "Best-in-State Wealth Management Teams", 2023-2024
    (Published annually in January. Rankings based on data as of March 31 of prior year.)  
  • Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019.) 

    Dave holds the Chartered Retirement Planning Counselor**** designation from The College for Financial Planning Institutes Corp. and holds the Certified Plan Fiduciary Advisor® designation.  Dave attended the University of New Hampshire, where he majored in finance and was a member of their football team. He stays engaged with the University of New Hampshire Alumni Association and is an active golfer.  Dave and his wife Linsey reside in Winchester, MA with their four children.
    Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Recognition
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Click here to learn more about advisor recognitions
About Me
Philosophy

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.

About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
David Wyman is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI.