David graduated Cum Laude from Cornell University in Applied Economics & Management, and earned a Master's in Sport Management from the University of Connecticut, playing college basketball at both institutions. He is a member of Merrill's Global Corporate and Institutional Advisory Services (GCIAS) group.

GCIAS is a team of dedicated financial advisors who focus on delivery of corporate benefits education, individual advice, and guidance. David is committed to thoroughly understanding the priorities of individuals and families alike, to provide personalized attention, and disciplined, customized strategies.

David leverages the investment insights of Merrill, and the banking convenience of Bank of America to help address various aspects of clients' financial lives. He works with clients to help identify their primary goals, and then commits himself to designing strategies to help clients in their pursuits, while building, managing, and preserving their wealth for current and future generations.

_{*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.
 *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*Investment advice provided to participants relative to plan assets is solely through Advice Access.}