Dave Gura is a Wealth Management Advisor in the Sugar Land Merrill Lynch Wealth Management office. Dave is a CFP® professional, awarded by the Certified Financial Planner Board of Standards, Inc. He joined Merrill Lynch Wealth Management in 1999 following a 19-year career with Schlumberger in the Energy Industry. Dave works with a limited number of individuals to help them achieve their financial goals through a wide array of products and services. Clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. He meets regularly with clients to help ensure their financial lives are consistent with their personal circumstances.
Dave is a graduate of Worcester Polytechnic Institute as an electrical engineer. He currently resides in Sugar Land with his wife and four dogs. His two grown children live nearby in Houston.
Our team is involved with local communities, assisting charitable organizations such as the Fort Bend County Animal Shelter, Citizens for Animals of Midland Odessa, and Saving our Companion Animals. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
