David T. Cheak, CFP®
Managing Director
Wealth Management Advisor
David graduated from The University of Texas in Austin with a degree in business in 1980 and completed his MBA from The University of Houston-Clear Lake in 1988.
In 1988, David began his financial services career with a well recognized regional brokerage firm in the Clear Lake area. In 1990, David joined Merrill Lynch Wealth Management and continued his focus towards helping clients determine long-term financial goals and develop customized financial strategies. His areas of emphasis include retirees, widows, and business owners.
David is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
In January 2005, David assumed the role of branch manager in addition to his duties as a Wealth Management Advisor. As a result, he accepted the title of Senior Resident Director.
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.
