David Martin

As a Financial Advisor with Merrill Lynch Wealth Management in Newport Beach, David Martin works with individuals, families, and business owners on investment management, retirement planning, and broader wealth management strategies.
David believes the best financial decisions are made when clients have a clear understanding of their options and a strategy aligned with their goals. His approach begins with listening, understanding what matters most, and helping clients simplify complex financial decisions so they can move forward with greater confidence.
Whether preparing for retirement, managing significant assets, navigating a major life transition, or simply seeking a second opinion, David provides thoughtful guidance and an objective perspective tailored to each client's unique circumstances. He believes wealth management should be built around a client's goals, priorities, and vision for the future, rather than solely investment performance.
By combining personalized advice with the extensive resources and capabilities of Merrill Lynch Wealth Management, David helps clients make informed decisions and develop strategies designed to support their long-term financial success.
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If you are reviewing your current financial strategy, approaching an important financial decision, or simply want another perspective, David welcomes the opportunity to speak with you.
Outside of work, David enjoys spending time with his family, traveling, and playing golf.