David Stickney
,
Senior Vice President, Wealth Management Advisor
NMLS #558694
555 California St
San Francisco, CA 94104
415.676.2630
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For over 35 years, David and his team have provided financial guidance to a select group of families, partners, individuals and small businesses here in San Francisco, around the state and across the country.
Profile

David is focused on helping you pursue your financial goals with thoughtful, tax sensitive investment guidance. He can collaborate with your tax professionals to help ensure a coordinated financial strategy. David can help you achieve your goals with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while striving to make you feel comfortable at every step. David’s passion is fueled by striving to make a positive difference in the lives of those he serves.

With a dedicated team of specialists and access to the investment insights of Merrill and the banking convenience Bank of America, David offers customized strategies that include:

- Access to Banking & Lending from Bank of America
- Insurance Solutions
- Investment and Portfolio Management
- Education Funding
- Tax Minimization Strategies
- Retirement Income Analysis
- Estate Planning Services
- Charitable Giving
- Budgeting and Cash Flow Management

David joined the San Francisco office of Merrill Lynch Wealth Management in October 1986 and completed his B.S. in Business Administration from the Menlo College in 1987. He holds the CERTIFIED FINANCIAL PLANNER, CFP®, certification and the Chartered Retirement Planning Counselor, CRPC®, designation. Originally from New Jersey, David moved to Hawaii in his youth before relocating to California for College, he now lives in Lafayette, California. An avid boater, David spends much of his free time out on the San Francisco Bay and Delta.

*Merrill Life Agency's California License Number 0522776

About Me
Welcome

David is focused on helping you pursue your financial goals with thoughtful, tax sensitive investment guidance. He can collaborate with your tax professionals to help ensure a coordinated financial strategy. David can help you achieve your goals with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while striving to make you feel comfortable at every step. David's passion is fueled by striving to make a positive difference in the lives of those he serves.

Meet Our Professional Staff
Karen M Simmons
Wealth Management Client Associate
415.676.2571
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Stephen M Grobecker
Retirement Specialist
Bank of America, N.A.
Tai Tu
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #483747
Amy Wu
Wealth Management Banking Specialist
Merrill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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 Stickney is registered to do business in AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, ME, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA, WA, WI.