David Anderson

My name is David Anderson, Financial Advisor at Merrill Lynch Wealth Management. There are a few pillars that I build my financial practice around. The first is that I believe everyone deserves access to honest and sound financial advice. The first piece of that is consistently following through on what I commit to my clients. The second piece is delivering sound advice. That means the plans, strategies, and potential solutions I put together for clients is backed by research from the Chief Investment Office and Bank of America Global Research. Every decision we make for clients has purpose, with the goal of giving our clients the best chance to reach their financial and personal goals. The next pillar is accessibility. As an advisor, I emphasize communication and that my clients can reach me at any time. Making sure my clients are confident and comfortable in their financial plan and positions is a top priority of mine. I'll start by taking the time to get to know you and understand what's important to you so I can help you develop your short-, mid- and long-term goals. Once that is understood, a financial plan is developed to suit those needs. Myself and my team will provide ongoing advice and guidance as your needs and goals change over time.



_{Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).}