David Mack is a founding partner and senior leader of Merrill’s Global Corporate & Institutional Advisory Services (GCIAS) team. He has helped to shape the growing team’s structure and business model, which prioritizes individual, family, and institutional relationships. David focuses on supporting the complex financial needs of senior executives in the Fortune 500 companies served by GCIAS. As part of this work, he maintains a focus in concentrated stock management and 10b5-1 plans through Merrill and coordinating with client’s tax and legal professionals in developing strategies for estate planning and wealth transfer.

David earned a degree in Business Administration with a concentration in Finance from Stetson University in Deland, Florida. He holds the CERTIFIED FINANCIAL PLANNER^® certification. He is also proud of the recognition GCIAS has received, including being named to the Barron’s “Top 250 Private Wealth Management Teams” 2024 list. (Published on May 10, 2024. Rankings based on data as of December 31, 2023.) and the Barron’s “Top 100 Institutional Consulting Teams” list 2023-2024. (Published annually in April-May. Rankings based on data as of December 31 of prior year.)

David lives in the Roswell area with his wife Diana and has adult identical twin daughters, Ashley, and Christina. He is active in a variety of team and personal charities.

_{*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.
*Barron’s “Top 100 Institutional Consulting Teams” list. Rankings are based on the opinions of Barron’s who evaluated advisors on a range of criteria including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Rankings do not reflect any one client’s experience, guarantee of future performance or investment success, investment outcome and does not represent an endorsement of the advisors. Compensation to Barron’s was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*2024 Barron’s “Top 250 Private Wealth Management Teams” list. Rankings are based on the opinions of Barron’s which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron’s does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.}