David Wilson

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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.