David uses his decades of experience and diligence to provide highly personalized wealth management to an affluent clientele residing in and around Houston, throughout Texas and across the country.

Over the past two decades, David has worked closely with business owners, executives, attorneys and engineers, implementing financial strategies for their life priorities. 

David joined Merrill Lynch Wealth Management in 1992 having begun his career in 1990 at Rauscher, Pierce, Refsnes, Inc as a Financial Advisor. David has worked in the Memorial Westlake office for the last twenty-six years where he has taken a leadership role in helping develop younger financial advisors. David’s true passion, however, is formulating and executing a thoughtful, planning based approach to address his client’s diverse needs and goals.

“Spending time with clients and spouses is critical to our understanding of their satisfaction. By sharing information freely and frequently, we can provide meaningful guidance. We’ve worked with numerous clients in the energy industry,” David points out. “Each enjoys or envisions a particular lifestyle. Some want to travel, play golf, and purchase second homes. Others wish to simplify or be more involved with grandkids or charitable endeavors.”

Based on client circumstances and other factors, David coordinates with client CPA’s and attorney’s to formulate risk managed financial and retirement income strategies, including Social Security maximization, to align with liability management and legacy planning. 

A graduate of Texas A&M University, David earned a Bachelor of Business Administration in Finance. A Houston native, David, his wife Leslie, live in Sugar Land, Texas and have three children. In his favorite “away from the office moments,” David loves family time, coaching baseball and watching his youngest child, Gabi, play soccer.
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.