David and his Clayton-based team pursue clients’ real-life goals through a disciplined approach to planning-based wealth management and access to private banking services. Informed by decades of experience with both sides of the balance sheet, the team’s advice is rooted in the vast resources provided by one of the world’s most prestigious wealth management firms. Our Chief Investment Office (CIO) and BofA Securities [an Intuitional Investor Top Global Research Firm] provide David’s team with the research and tools to formulate and execute advice all the while providing the intimacy and personal service of a boutique. More on the team’s philosophy below. 

David and his family live in Saint Louis with their beagle pups. In his free time, David enjoys spending time with family, swimming, traveling, mixing house music and riding his electric unicycle around the neighborhood.

• Banking Services are through Bank of America, N.A.
• 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 and a wholly owned subsidiary of Bank of America Corporation.
• Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. 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. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
• 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.

We aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. We also believe in giving back to the community. Through Operation Food Search, Doorways, and United Way of Greater St. Louis, we work to help area citizens through challenges with hunger, homelessness, health issues, education and mental health.