As a Senior Financial Advisor and Portfolio Manager, David creates tailored financial strategies for individuals and families with a focus on retirement planning, benefits optimization and asset allocation. He is a holder of the Chartered Financial Analyst® (CFA®) designation and a member of the CFA® Society in New York. He holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He has also earned the Certified Investment Management Analyst® (CIMA®) designation, the Certified Plan Fiduciary Advisor® (CPFATM) designation and the Chartered Retirement Planning Counselor™, CRPC™ designation. Prior to joining the firm in 2014, he completed a BBA degree in International Business from the Sellinger School of Business and Management at Loyola University Maryland.*Asset allocation does not ensure a profit or protect against loss in a declining market.*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
