As a Merrill financial advisor, David focuses on connecting all aspects of client's financial lives to help them prioritize and pursue the goals that matter most to them. David works with individuals, families, and businesses to understand their financial situation; help them articulate their short and long-term goals; then recommends a financial strategy that’s aligned with what they want to achieve. He does so through combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.
David grew up in Westerly, Rhode Island and graduated from Saint Leo University in Tampa Florida with a degree in accounting in 2010. After graduation he began working in private equity in New York City before earning his Series 7 FINRA registration in 2012. He also holds the Series 63, 66 FINRA registrations and insurance licenses.
When he's not in the office, David enjoys spending time at his home in Rhode Island, traveling, and golfing. David lives in Cobble Hill Brooklyn with his wife Nicole and two dogs Milo and Frank.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
