David Schneid brings over 20 years of professional experience to the Merrill Lynch Wealth Management team. I joined Merrill as a financial advisor in 2016 and hold the Series 7 and Series 66 FINRA Registrations. My focus is on working with business owners, high net worth individuals, and families to develop financial strategies that are designed to help them pursue their short and long-term goals.

Prior to joining Merrill, David was the CEO of Summit Software, Microsoft’s authorized licensing agent for Visual Basic for Applications. David began his career as a mortgage trader, and has additional experience with technology startups and investment banking.

David earned a B.S. in Business Management and Marketing from Cornell University. While at Cornell, David was a four year varsity lacrosse player, earning both All-American and All-Ivy honors three times. In addition, David played three years of junior varsity ice hockey. He received an MBA in Finance and Entrepreneurship from Columbia University in New York.

A native of Central New York, David currently resides in Syracuse, NY and enjoys spending his free time with his wife, six children, and dog. In addition, David is active in youth sports, coaching youth hockey and youth lacrosse.

David embraces Merrill's philosophy of Goals Based Wealth Management. This process starts with a thorough understanding of each client's financial situation, an identification of each client's unique and individual goals, and discovery of each client's concerns. With this foundation in place, we will work in a transparent, collaborative, and confidential manner to design and implement a financial strategy to pursue your goals. This process continues with regular reviews and communication.

Since the merger between Bank of America and Merrill Lynch Wealth Management, our ability to service your needs has dramatically increased. This includes commercial banking and lending, retail banking and lending, and additional access to customized products and solutions.

This is a business based on a foundation of trust. David welcomes the opportunity to discuss your goals and aspirations, and determine how a relationship with Merrill can help you pursue the things most important to you.


Goals Based Wealth Management
Equities
Fixed Income
Mutual Funds/ETFs
Retirement Planning
Insurance and Annuities
Investments
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.