David Gardiner
David J. Gardiner began his Merrill career in 2012 after three years with a previous firm. As one of five partners of the BDGSW Wealth Management Group, David provides strategic direction and investment policy for the team. Throughout his career, he has strategically assembled a team to serve the family – the clients. He utilizes his knowledge, experience, and discernment to develop investment portfolios that anticipate and adapt to diverse market conditions. David welcomes the opportunity to serve and help solve complex problems.
David earned his undergraduate degree in Finance and Economics from Northwood University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. David also holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the Yale School of Management.
When David isn’t helping his clients, he enjoys mentoring, volunteering and giving back to the community. He serves on several different community boards, including the Archdiocese of Detroit Priests’ Pension Board and the Catholic Youth Organization (CYO). David and his wife Elizabeth reside in Lake Orion, Michigan and enjoy spending time with their two children Annemarie and William.
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.
