David has advised high net worth individuals in all areas of wealth management and retirement planning for over 45 years at Merrill Lynch Wealth Management. His primary goal is to assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies through customized planning. The process includes asset allocation, portfolio management, tax minimization, and asset preservation.
Prior to joining Merrill Lynch Wealth Management, David Lesser was a Financial Analyst with two major Fortune 100 companies.
We aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. We also believe in giving back to the community.
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.
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.
