Dave Barberis
,
First Vice President, Wealth Management Advisor
370 17th Street
Denver, CO 80202
303.446.5540
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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

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.

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
Eric Michael Smith
Registered Wealth Management Client Associate
303.446.5551
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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David Barberis is registered to do business in CA, CO, FL, GA, LA, MN, NC, NV, NY, OK, PA, SC, TX.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.