David P Farrelly
David brings more than three decades of experience in the financial services industry and joined Merrill Lynch Wealth Management in 2022. He provides guidance on wealth accumulation, preservation and legacy planning utilizing comprehensive investment management strategies and asset protection strategies. He holds the Series 7, 9, 10 and 66 FINRA registrations.
Committed to serving both his clients and his community, David has served on the boards of the United Way of Greater High Point and the Northwest Guilford High School Girls Soccer Boosters. He currently coaches girls flag football at Northwest Guilford Middle School, volunteers with Guilford County's Community Emergency Response Team (CERT) and serves on the board of his local homeowners' association (HOA). David resides in Summerfield with his wife, Alexa, and their three daughters, Logan, Lauren and Lane.
I've spent 30 years helping clients navigate important financial decisions but some of my most meaningful insights came from my own life experiences. Helping parents retire, funding my children's college educations, supporting family members through serious illness and adapting to the loss of household income reinforced my belief that financial planning is not just about investments. It's about helping families prepare for life's milestones, protect what matters most and face unexpected challenges with confidence.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.