David Stark brings over thirty years of experience in portfolio management for institutional and retail clients and as a financial advisor to Merrill Lynch Wealth Management. His goal is to deliver financial confidence, security and stability through the four pillars his practice is based on - integrity, care, experience and service.  His objective is to have a positive impact upon client lives, to sustain wealth through generations, and to guide clients throughout their lives to achieve meaningful financial goals. Caring and helping others is ingrained into his personality and it shows with each client interaction. His investment philosophy utilizes a multi-pronged approach that emphasizes patience, discipline, coupled with fundamental and technical analysis when implementing financial strategies. David cares about what price he pays for a security and does not subscribe to the "set it and forget it" mentality. He believes in active management and tactical decision making. His goal is to provide a level of service that exceeds client expectations.

David earned his B.A. in Economics from the University of California at Santa Barbara. He is married with three children and spends most weekends watching his kids play soccer. He also enjoys his two dogs and likes to play golf, fish, and travel especially to the Colorado or Canadian Rockies.