David Thomas joined Merrill Lynch Wealth Management in 2019 and runs a comprehensive wealth management practice that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. He then helps them create a customized wealth management strategy that can be flexible as their needs and market conditions evolve. David's practice has a focus on retirement planning as he supports his clients with developing a sensible savings approach, a tax-aware distribution plan, and prudent wealth transfer steps. He offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address the various aspects of their financial lives as they work towards realizing their goals. He is a graduate from the University of Oregon and holds the Chartered Retirement Planning CounselorTM and CERTIFIED FINANCIAL PLANNER® certifications.
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.
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.
