David Wilson
,
Senior Vice President, Wealth Management Advisor
601 E Atlantic Ave
Delray Beach, FL 33483
561.276.1641
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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 Wilson is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management, bringing over a decade of experience to his role. He began with Merrill in 2012, quickly establishing himself as a trusted advisor and financial strategist. David’s team engages clients in estate planning services, investment management, insurance, and custom lending strategies and banking through Bank of America. It is our goal to always provide world class service to our clients by bringing a sense of urgency to our approach and providing the appropriate solutions for our client’s needs. David was a student athlete at Florida Atlantic University (FAU) and graduated with his bachelor’s and master’s degrees. As a former collegiate baseball player, he exemplified sportsmanship, earning the prestigious 2009 Male Sportsmanship Player of the Year award. His leadership on the field was also evident as he served as team captain and clinched MVP honors in 2009. Off the field, David finds joy in family life, residing in Boynton Beach with his wife Natasha and their son Noah. David’s commitment to excellence, both professionally and personally, underscores his unwavering dedication to his clients and community alike.


\*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis [his/her] own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
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.

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 Wilson is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WI, WY.