David is a Financial Advisor who has been in the Industry since 2015. He started at Credit Suisse and moved to join the TSPN team when that firm sold their wealth management department.
David loves learning, and it is his goal to walk alongside clients to guide and teach them about the complexities of their financial lives, and to navigate through these complexities with families to meet their goals. He uses earnest conversation, detailed planning, and the power of his team to craft a customized approach for each of his clients. David holds a bachelor’s degree from Austin College where he double majored in Business Administration and French and minored in Leadership Studies. David was a member of the Austin College NCAA Division III tennis team which he played on for all 4 years of school. David was born and raised in San Antonio and is a huge Spurs fan, but is coming around to Houston teams too. David enjoys mentoring high school students through YoungLife, playing tennis, and having a book to read.
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.