David Rubin
Senior Financial Advisor
NMLS #1754921
266 Merrick Rd
Lynbrook, NY 11563
516.881.3357
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

David Rubin is a Financial Advisor employed at Merrill Lynch Wealth Management in Lynbrook, New York.  He utilizes a customer centric approach by positioning his clients at the center of his focus and providing them with customized portfolio management. For David, it is more than creating a plan, it is about fostering longterm relationships. 

David services affluent families, accomplished professionals and successful business owner to comprehend their financial situations, define their future objectives and develop flexible strategies in order for them to attain and maximize their financial goals. His interpersonal and amiable approach of educating clients on the dynamics of their money has engendered their trust and confidence. 

In his leisure time, David enjoys travelling to remote regions and has countries such as Portugal, Spain, Morocco, Turkey, Israel, Greece, Croatia, Montenegro, Bosnia and Herzegovina stamped in his Passport. David is an avid cyclist and has trained for bike marathons for charitable fundraising. In addition to cooking dinners for friends and family, David is an active member of his community and synagogue.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Giancarlo Barone
Alternative Investments Regional Specialist
Bank of America, N.A.
Don Romano
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #4023
John Ardito
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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David Rubin is registered to do business in AZ, CA, FL, MA, NJ, NY, OH, PA, SC, VA.