David Smith
,

Assistant Vice President, Senior Financial Advisor
NMLS #1858494

800 Capitol St
Houston, TX 77002
713.658.1255
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

About Me
Welcome

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
Chilel Khan
Wealth Management Banking Specialist
Merrill
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
David Smith is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY.