David began his financial services career in 2000 when he joined Merrill Lynch Wealth Management. He focuses on developing wealth management strategies for successful individuals and families through a disciplined process tailored to each client’s unique situation, concerns and goals. David utilizes his experience across financial markets to provide personalized advice and guidance on a full spectrum of wealth management strategies. David is dedicated to forming close, collaborative client relationships founded on transparency and mutual trust. This consultative approach is proactive and engaging, helping to ensure that outcomes are fully understood and adjustments are made for evolving personal and financial situations. David is committed to a standard of service and convenience that removes complexity from clients’ lives allowing them to focus on other important endeavors. Prior to his role as a Wealth Management Advisor, David served as a Senior Analyst with Merrill advising ultra high net worth clients including successful company founders, private equity partners and senior executives. David provided investment advice and guidance across all asset classes, developed and implemented complex investment plans. A Certified Investment Management Analyst^® professional (CIMA^®) David earned his B.A. in Economics from the University of Colorado.
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.