David Villarreal

With more than two decades in the financial services industry, David Villarreal brings a wealth of experience and a client-centric approach to wealth management. Since joining Merrill Lynch Wealth Management in 2011, following six years at Bank of America, David has been dedicated to helping individuals, families, and businesses navigate their financial journeys. 
As a key member of K&I Associates, a team recognized by Forbes as a “Best-in-State Wealth Management Team” from 2023 to 2025 (published annually in January. Rankings based on data as of March 31 of prior year), David focuses on delivering comprehensive, 360-degree financial strategies. He believes in the importance of understanding each client’s unique priorities and goals, ensuring that every financial plan is tailored to their specific needs. 
David’s consultative and objective approach emphasizes both short-term objectives and long-term aspirations. By investing time to deeply understand his clients’ concerns and ambitions, he crafts strategies aimed at making a meaningful impact on their financial well-being. 
A graduate of the University of Texas at San Antonio with a B.B.A. in Accounting, David has called San Antonio home since 2005. He and his wife, Daisy, are active members of several church organizations, reflecting their commitment to giving back to the community that has offered them so much.

Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.