Dave is the senior member of The Pezzillo & Hokanson Group and has been with Merrill Lynch Wealth Management since 1997. As the leader of our team, Dave focuses on helping clients build and manage their investment portfolios, portfolio management, wealth transfer strategies, tax minimization strategies, executive compensation management, and goals-based planning. His time in the industry has provided him immense experience in addressing the complex financial needs of the individuals, families, and businesses he works with. Dave holds the Certified Private Wealth Advisor® designation.
Dave has been a resident of Las Vegas since 1994, and is a graduate of UNLV.
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.