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.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.