David Guyette

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David joined Merrill Lynch Wealth Management in 1997. He lives in Santa Monica with his wife, Janet, and two sons Jake and Sam. David establishes, grows and maintains a strong client-advisor relationship by providing each client with personal attention and preferred access to the best financial resources in the marketplace. We develop personalized strategic advice to help meet client's complex needs. The clients that we work with include business owners and a select group of high-net-worth individuals, families, and retirees to consult on all aspect of their lives. 

He offers a wide range of services including: advising on corporate 401(k) plans, profit sharing plans and defined benefit plans, retirement planning, stock option analysis, alternative investments*, non-profit & endowment, philanthropic strategies, life insurance analysis, residential lending and liability management plus a full complement of wealth preservation and transfer services.

By creating a customized wealth management plan, our team strives to optimize the efficiency of your financial goals and, when necessary, work with each client's tax and legal advisors to develop tax-efficient financial strategies. David uses proprietary analysis, historical data and Merrill's objective research to create customized financial strategies that are designed to help meet client expectations and long-term goals. Utilizing a disciplined investment process, David helps protect client's basic standard of living; maintain their current lifestyle; and where appropriate, take measured risks to potentially enhance their lifestyle. David's goal is to earn consistent returns by limiting downside risks and volatility. 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. *Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. 

*Lending Services are through Bank of America, N.A. (NMLS# 557676) *Merrill Life Agency's California License Number 0522776  
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.