David Van Dyke

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David Van Dyke
Senior Resident Director
Senior Financial Advisor

Named to the Forbes "Best-in-State Wealth Advisors" list in 2020, 2021, 2022 and 2023* (published annually Jan - April. Rankings based on data as of June 30 of prior year.)

David is dedicated to providing clients with the finest individually tailored approach to financial and wealth management strategies. At the heart of David's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.

David advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process driven approach includes portfolio development, liability management, tax minimization, and asset preservation with a specific emphasis on helping to create a lifetime retirement income stream.

He offers personalized advice that address:
*Retirement Planning
*Trust and Estate Planning Strategies working with family tax
accountants and attorneys
*A Wealth of experience designing and refining company
sponsored 401(k)/Retirement plans
*Individual wealth preservation and insurance planning
strategies

On the personal side, David was born and raised in the Redding area and greatly appreciates all the area has to offer. He is active in working with orphanages in several Central American countries. His leadership and discernment has been utilized on many boards. Board positions have included: Good News Rescue Mission, Mike Silva International, and Valley Christian Fellowship.

David joined Merrill Lynch Wealth Management in 1994. He is a graduate of Simpson University.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Merrill Life Agency's California License Number 0522776

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

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.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.