David joined Merrill and opened the Bloomington, Illinois office in 1994, after working nearly a decade in the financial services industry. He focuses on the creation of strategies for high-net-worth individuals and their families that are designed to help them meet their short and long term goals, including investment management, education funding strategies, retirement planning services, and also helps clients focus on estate planning issues by working with their advisors in developing their estate plan.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
