David Stickney
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
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.
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.
