David F. Griffin II
David F. Griffin II was born in Miami, Florida, raised in Roslyn, New York, and now resides in Fort Lauderdale, Florida. He is the oldest of seven siblings and a proud graduate of Roslyn High School, where he earned 1x All-County Honors, 4x All-Conference Honors, 1x Conference Championship, and 1x Conference Runner-Up. David continued his academic journey at Binghamton University (SUNY), graduating in 2017 with a Bachelor’s degree in Economics.
David’s professional career began in lending during his senior year of college. After graduation, he moved to New York City and quickly earned his licenses on Wall Street. He then transitioned to Morgan Stanley, where he spent nearly five years focusing on financial planning and client service alongside three advisors. Working closely with portfolio managers and CERTIFIED FINANCIAL PLANNER® professionals, David gained extensive experience before relocating to Las Olas, Fort Lauderdale.
Shortly after, David joined Merrill Lynch Wealth Management to build his own practice. At Merrill, he earned his Certified Plan Fiduciary Advisor®, CPFA® designation and developed a holistic approach to help meet the financial needs of business owners, C-suite executives, and growth-oriented professionals. His practice addresses workplace benefits solutions, investing, banking, and lending needs, incorporating strategies for financial planning, investment management, retirement planning, and estate planning services. David’s mission is to provide clients with the tools and confidence to make informed financial decisions throughout their careers and life stages.
Outside of work, David enjoys spending time with family and friends. A passionate sports fan, his favorite teams include the New York Giants, Knicks, Yankees, Rangers, and NYCFC. His hobbies range from watching games with loved ones to working out and playing sports—lately focusing on sharpening his skills in pickleball and tennis. A self-proclaimed foodie, David loves exploring new restaurants and cooking with a glass of wine. He also enjoys quality time with his girlfriend, whether it’s working out, hiking, playing sports together, visiting museums, or traveling.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Philosophy
Meaningful wealth management begins with meaningful conversations. We believe effective communication is one of the most important factors in navigating life's financial opportunities, challenges, and transitions. That's why we take a collaborative approach, engaging not only you, but when appropriate, your family and other trusted advisors in the decision-making process.
Discussing wealth, financial responsibility, and legacy planning can often be complex or uncomfortable. We help facilitate these conversations in a thoughtful and objective manner, creating an environment where goals, values, and expectations can be discussed openly and constructively.
My role extends beyond investment management. We strive to serve as a long-term resource, helping families make informed decisions, prepare for important life events, and create continuity across generations. Through education, guidance, and personalized planning strategies, we help empower younger family members to develop financial confidence and a deeper understanding of wealth stewardship.
By fostering transparency, financial literacy, and ongoing communication, we help clients build not only financial success, but a lasting legacy aligned with their values and aspirations.
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.
