With over 3 years in the financial services industry, David decided to join Merrill Lynch Wealth Management as a financial advisor in 2018. Before joining Merrill, David spent time at both Morgan Stanley's Private Wealth Management office in San Francisco and Barclays Global Investments and Solutions division in London, England. His practice focuses on serving small business owners, employees of publically traded companies, and high net worth families. David received his bachelor’s degree in Finance, with a minor in economics, from the University of San Francisco in 2018, graduating Cum Laude. David follows a disciplined process that begins with first taking the time to fully know each of his clients and understand their particular needs, concerns, and priorities. From there he formulates an implementable strategy to help make them a reality.
David currenlty lives in San Francisco and spends his spare time playing golf, exploring California's wine region, fishing, and traveling.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
