David joined Merrill Lynch Wealth Management in 2009 after two decades working in the nonprofit industry. He holds an undergraduate degree from Muhlenberg College in history and a master degree from New York University in Nonprofit and Public Administration (M.P.A). Haight has extensive experience advising Non Profit organizations with endowments and planned giving. Additionally, he develops individual client relationships to help clients pursue their financial goals by creating personalized financial strategies to meet their requirements. Regardless of a client’s unique financial situation, David is prepared to address their needs.
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.