David B. Bormel is a Senior Financial Advisor in the Towson, Md. office. David has spent his entire 41 year career in the Towson office. His main focus has been designing individualized portfolios of equities, fixed income and cash investments. David is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help client pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and third party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio Manager may manage his strategies on a discretionary basis. Working together with specialists in different areas of experience, David offers clients assistance with a wide range of services, including wealth transfer , education planning, liability management, retirement planning, tax minimization, options and asset preservation. He works on incorporating wealth management strategies that range from asset accumulation to allow investors to attain a lifetime income stream. A lifelong resident of the Baltimore area, he currently lives in Owings Mills, Md. with his wife Aileen and children Allison and Eric. He devotes a great deal of time and attention at his synagogue, previously serving on its Board of Trustees. |Professional Staff Baylee Gray Registered Wealth Management Client Associate 410-321-4346.
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.