David Lopez-Monroy
Vice President, International Wealth Advisor
3500 E Sunrise Dr
Tucson AZ 85718
(520) 747.6124
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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 joined Merrill Lynch Wealth Management after running a successful tax, consulting and cross-border business practice for over 20 years with BeachFleischman PC, one of Arizona’s largest and most prominent accounting firms, where he was a partner.  At BeachFleischman, David started the firm’s international tax practice and led it to become one of the fastest growing segments for the firm.  Prior to BeachFleischman, David was with Ernst & Young LLP.In 2021, David joined Merrill Lynch Wealth Management with the objective of providing comprehensive financial guidance to clients.  By teaming up with other highly experienced financial advisors, combined with David’s background, the team provides a strong hub for clients with the ability to coordinate with their attorneys, accountants and other members of the client’s advisory team, with a family office type service offering.  This approach provides a unique, multi-faceted, holistic team, catering to high net worth and ultra-high net worth families.Over the years David has been very active in the community having served in leadership roles with various organizations such as Ronald McDonald House of Southern Arizona (Past President, Past Treasurer), Carondelet Foundation (Past Treasurer), Salpointe Foundation (Past Board Member), Kino Border Initiative (Past Treasurer, Past Board Member), Tucson Metro Chamber of Commerce (Past Treasurer), and Nexus Executives (Current Member, Past President, Past Treasurer).*David does not provide any tax or legal advice in his current role at Merrill.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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David Lopez-Monroy is registered to do business in AZ, CA, DE, MN, NV, NY, TX, WI.