“We meet with clients when and where they prefer – and know many of their children. We’re a family that treats clients like family.”

David joined Merrill Lynch Wealth Management in 1996. Since then, he has honed a disciplined, yet friendly discovery process in which he works to gain a genuine appreciation of client motivations and aspirations.  Devoted to listening and learning from clients, David’s disciplined process allows him to evaluate their needs beyond investments – from cash flow, insurance and trust considerations, to transition and succession concerns for families and businesses. One way David seeks to allay client concerns over daily investment decisions is by providing the option of discretionary management of their portfolios. His dynamic investment approach helps clients in responding to market conditions and to their changing circumstances. As he points out, “Client portfolios are a means to important ends. Helping clients’ achieve desired lifestyles and legacies is my goal.”  David is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. 

A 1983 graduate of Texas A&M University, David sings in the church choir and enjoys golf, hunting, fishing, photography, woodworking and gardening. He participates in several groups including Houston Golf Association, Golfers Against Cancer, South Texas Professional Golfers Association, Walden 100, and Montgomery County Animal Shelter. David greatly enjoys spending time with his wife and sharing his young daughter’s interests – especially, helping build her collection of animals.
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.