David M. Saurman, CRPC™
Wealth Management Advisor
Senior Portfolio Advisor
David M. Saurman joined the Merrill Camp Hill, Pennsylvania office in 2005. David was previously employed in the financial/insurance services industry and is extensively licensed. He holds Series 6, 7, 31, 63, & 65 FINRA registrations along with a life, accident, and health insurance license, for additional planning needs. David holds a CRPC™(Chartered Retirement Planning Counselor)* designation. In addition he is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. David was educated at Indiana University of Pennsylvania and obtained a degree in Finance and Economics, with a concentration in Financial Investments and Planning. He helps high net worth clients and businesses focus on retirement, estate, and insurance planning issues. In addition, David is part of the CS Group and CS & Associates. Both teams are qualified to handle high net worth clients and a diverse range of wealth management situations. David currently resides with his wife, three sons, a daughter, Bengal cat, and a Mini-Goldendoodle dog in Dillsburg, Pennsylvania, part of York County. Outside of work, David is heavily involved in his children's activities in and around the community. He has an active role in DYB (Dillsburg Youth Baseball) as a coach/mentor in addition he has coached Upward Sports at his local church. When not involved at work, family-life, or the community David enjoys attending church, golfing, boating & fishing, and most outdoor activities with his family and many friends.
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.
