David Griffin

David was born in Miami, Florida and raised in New York, New York as the oldest of seven children. He is a big New York sports fan but Miami sports have been a close second. David received his Economics Degree from Binghamton University in upstate New York.David started his financial career in privatized lending helping small businesses with their liquidity needs. He quickly found his passion for planning here while understanding the business needs and learning to structure a plan to help them achieve their goals.David took his passion to a small Wealth Management firm then positioned himself with Morgan Stanley where he spent the next 5 years developing the skill set he needed to manage his own practice. He started in Midtown Manhattan, New York where he focused on financial planning along side three advisors and learning from portfolio managers and CERTIFIED FINANCIAL PLANNER^® Professionals. David transferred down through Morgan Stanley to Fort Lauderdale Florida to work with a team focusing on corporate retirement planning as well as small businesses and personal retirement assets. After planning for other advisors for nearly 5 years he decided to bring his practice to Merrill Lynch Wealth Management.At Merrill Lynch Wealth Management, David has encompassed an enterprise which allows him to provide a more holistic approach to Wealth Management. Leveraging the Banking and Lending solutions of Bank of America as well as the extensive investment resources of Merrill, David continues to work with growing Professionals, Executives, Small Business Owners and Retirees. He strives to provides confidence and clarity by creating and tracking a road map for their financial success .

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^® in the U.S.