David Martin
David Martin is a Financial Advisor with Merrill who works with individuals, families, and business owners to make thoughtful decisions about their wealth and plan confidently for the future.
David believes financial success is about more than building the largest portfolio possible. It’s about making the most of what you’ve worked hard to build and having a trusted partner to help with the financial decisions along the way. His goal is to help clients put their resources to work in a way that supports the life they want to live, while giving them the confidence to focus on what matters most.
David takes a personal, long-term approach to each relationship, taking the time to understand a client’s goals, priorities, and broader financial picture. He works with clients on investment management, retirement planning, cash flow, and other important financial decisions, developing strategies that evolve as their lives and goals change.
Through Merrill Lynch Wealth Management, David has access to a broad range of investment solutions, research, planning capabilities, and specialists to help meet the needs of his clients.
Outside of work, David enjoys spending time with his family, traveling, and playing golf.
We help both High Networth Families and Business Owners whose financial needs have become increasingly complex and require specialized planning across investments, tax strategy, estate planning and wealth transfer.
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.
