David joined Merrill Lynch Wealth Management in February of 2000 after beginning his career in the financial services industry in 1992. He has dedicated himself to thoroughly understanding the priorities and needs of affluent and high net worth individuals and their families. He provides personalized attention along with a disciplined and customized financial strategy aimed at pursuing their goals and objectives. In doing so, he utilizes his access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives.

David graduated Summa Cum Laude from Rollins College with a BS degree majoring in Economics. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

David holds the Certified Private Wealth Advisor^® certification, administered by Investments & Wealth Institute^™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business. He also holds the Certified Investment Management Analyst^® certification, administered by Investments & Wealth Institute^™ (The Institute) and taught in conjunction with The Wharton School at the University of Pennsylvania.  In addition, he holds the Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor, and the Chartered Retirement Plans Specialist designations.

David works to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can help meet your financial needs.