The Whitmore Friedlander Group

Merrill Lynch Wealth Management
601 E Atlantic Ave
Delray Beach, FL 33483
(561) 276.1662
Learn more about an advisor's background on
The Whitmore Friedlander Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Whitmore Friedlander Group
Welcome

The Whitmore Friedlander Group prides ourselves on delivering modern, sophisticated wealth management to help you pursue your financial goals.

We are skilled in weighing multiple factors that impact your wealth: Your balance sheet, risk tolerance, family dynamics, personal priorities, tax situation, long-term aspirations, and the ever-present changing fiscal and economic conditions in which we live. By utilizing that analysis as my foundation, we work with you to create a path forward that is uniquely yours, helping to deploy your wealth with proper thought and care.

Together, we manage all aspects of your financial picture and work with you to build a plan designed to help you achieve your goals. 

We believe strongly in these simple concepts: hard work, consistent communication, a relentless emphasis on quality and community leadership.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
David Friedlander,

CPFA™, CRPC™

First Vice President, Senior Financial Advisor
561.276.1662
Terry Whitmore
Vice President, Senior Consultant
561.276.1681
Jeannette H Trevino
Assistant Vice President, Wealth Management Associate
561.276.1661
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sameer Derashri
Wealth Strategies Advisor
Gabriela Bias
Wealth Management Banking Specialist
Mitch Canada
Wealth Management Lending Officer
NMLS #118960
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.