Dave Stevens
,

First Vice President, Wealth Management Advisor

6525 3rd St
Rockledge, FL 32955
321.242.4027
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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 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.

Meet Our Professional Staff
Joyce L Goff
Officer, Registered Senior Wealth Management Client Associate
321.242.4011
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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Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
David A Stevens is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.