David Schneid

Assistant Vice President, Senior Financial Advisor

205 South Salina Street
Syracuse, NY 13202
315.424.1604
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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 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.

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.

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 Schneid is registered to do business in AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OR, PA, RI, SC, TN, TX, VA, WA.