David Burritt
,
Assistant Vice President, Financial Advisor
NMLS #671140
90 South E Street
Santa Rosa, CA 95404
707.575.6357
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

As an Assistant Vice President, Financial Advisor at Merrill Lynch Wealth Management, I work closely with a select group of individuals, families and businesses to help them establish and build comprehensive wealth plans that align with their needs and goals.

My job is to help you create and grow your wealth, to manage it in the most tax efficient way and to produce wealth for your family.

Over the years I have learned a lot about what it means to help clients. One of the most important lessons is providing you and your family with the service you desire in life where you need and appreciate trusted advice most. Having worked in the financial services for over 13 years, I maintain the experience and understanding needed to help keep you on track towards your goals, regardless of what life throws your way, is equally as important.

Whether working closely with you on your retirement income goals, assisting you with cash flow management or advising on a fixed income strategy, the purpose of the relationship with you is always the same: to help you and your family achieve your lifestyle and corresponding financial goals.

I lead with discovery-driven conversations to glean the nuances of your unique objectives, and am honored to serve as a personal advocate, giving you the confidence that your goals have been heard.

Whether your priorities are investing, banking, lending or more, I present strategies that integrate these aspirations. By navigating the depth and breadth of my firm's offering, I deliver innovative ideas that help add value for you in the current economic environment.

I am known for my proactive positive energy, bringing passion, grit and determination to my practice, and serving with integrity and the highest ethical standards.

Outside of work I enjoy quality time with my wife and 3 babies, 2 girls who are 5 and 4 and my baby boy who is 1. I also enjoy competitive basketball and golfing, my two former collegiate sports.

Feel free to reach out with any questions regarding business, hobbies, or loving life and the pursuit of happiness.


I WOULD LOVE TO CONNECT IF:
- You are looking to work with a dynamic financial advisor
- You would benefit from simplifying your financial life
- You would like to be connected to someone in my network
- You are in transition
- You would just like to meet!

David Burritt holds the CERTIFIED FINANCIAL PLANNER certification. He is a graduate of Sonoma State University with a bachelor's degree in Finance and Financial Management.

He and his wife, currently, live in SANTA ROSA with their 3 children and are active in the community, supporting our local Churches, Yulupa Elementary, and local sports organizations.




*Banking and Lending Services are through Bank of America, N.A.

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About Me
Welcome

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.

Meet Our Professional Staff
David Contreras
Wealth Management Client Associate
707.575.6324
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.
Danielle N Jenne
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #855791
Jeff Hillman
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.
David Burritt is registered to do business in AZ, CA, FL, ID, LA, NJ, NY, OR, TN, WA.