After 18 years in the railroad industry, David began his career in the financial services industry in 1987, joining Merrill Lynch Wealth Management in 1990. David previously served as the Resident Director of the St. Simons office and focuses on developing strategies and recommendations for high-net-worth individuals and their families, looking to address all aspects of their financial lives including accumulation, preservation and transfer of assets.
He believes in creating enduring client relationships through his commitment to providing outstanding financial guidance and service. His goal is to be a lifetime resource and form an essential relationship with those who have entrusted him with their financial well-being.
David is a graduate of Temple University in Philadelphia, Pennsylvania with a degree in Economics. He has been an active community member in the Golden Isles for over 25 years, having served on the boards of the Glynn County Airport Commission, Golden Isles Kingfish Classic, Hospice of the Golden Isles and former President of the Brunswick Kiwanis Club. David, his wife Deborah, and their daughter Caroline call St. Simons Island home.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
