David is a Wealth Management Advisor and Portfolio Manager with over 25 years of experience at Merrill. His first priority is to meet with clients to listen and understand their unique preferences and goals. Then he develops customized financial strategies to help clients pursue their short and long term goals. The purpose of his strategies is to simplify and connect all the complexities of clients’ financial lives. All strategies are thoroughly discussed with clients prior to implementation.
David’s advice includes helping clients:
- Plan for important life transitions such as funding retirement, entering retirement, starting a second career and educating children.
- Review progress and update their financial goals at least annually - and recommend investment adjustments for any changing goals.
- Update strategies for changing market conditions.
- Utilize tax minimization strategies and explore estate planning services.
- Manage and preserve wealth for current and future generations.
David has earned the Certified Investment Management Analyst® (CIMA®) designation, completing coursework provided through The University of Chicago Booth School of Business.
He also holds the Chartered Retirement Planning CounselorTM designation. David possesses the acumen to assist clients with their pre-and post-retirement needs, asset management, estate planning needs and the entire retirement planning process.
David is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.
Licenses: Series 7, 63, 66. FINRA registrations, Life & Health Insurance.
*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.
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.
