David Mead started his Wall Street career in 1988, when he worked as a Financial Consultant for PaineWebber, Incorporated. In 1996, David joined Merrill, and has since put together a planning based wealth management team – David Mead and Associates. With over 30 years of experience, David Mead & Associates has distinguished itself by providing customized advice and guidance serving individuals, families and foundations.
Headquartered in Reston, Virginia, David Mead & Associates works with their clients by helping them quantify their goals and objectives, setting an investment course, navigating through the noise, and serving with a humble heart. In doing so, we help our clients grow their assets, diversify their holdings, help them to help others – whether family or through philanthropy, all in a tax-efficient and fee-transparent manner.
We do not subscribe to a "one size fits all" philosophy. The work we do is customized for you and your financial situation. This means taking into account where you are now, your tolerance for risk, liquidity needs as well as your time horizon.
We focus on understanding clients' goals and objectives so that we can help them to develop a targeted, customized approach. Whether the subject is retirement, education for children or grandchildren, estate planning services or philanthropic objectives, quantifying their goals is critical in developing an appropriate strategy.
Once your goals are clearly articulated, we help you implement your strategy. This process includes a thorough review of assets and liabilities, as well as an intensive understanding of your comfort level with risk. Our experience has shown that risk management within an investment portfolio is a key driver of long-term investment performance. Our approach is scalable and nimble, able to respond quickly to market opportunities as needed.
From implementation forward, we review the portfolio, as well as your progress toward your goals. Through regular communication, we provide periodic performance updates, and are able to recommend adjustments as the market and economic environments dictate.
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.
