David R. Bauman - Senior Financial Advisor

I was born and raised in the Fox Valley, and graduated from Lawrence University with a degree in history. After receiving my Juris Doctorate from the University of Wisconsin Law School, I worked with a large financial services company as a financial representative for 8 years. I also earned the Chartered Life Underwriter^® (CLU^®) and Chartered Financial Consultant^® (ChFC^®) designations.

I returned to school to pursue an MBA from the University of Wisconsin School of Business, after which I worked as an investment manager with a boutique trust company in the Fox Cities, before joining the Green Bay office of Merrill.

Using a goals-based approach, I work with a select group of families and businesses in developing strategies to manage their wealth. My services are aligned with the interests of my clients through fee-based compensation, and allow our strategies to go beyond the single dimension of investments.

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. I have been a member of the Neenah Rotary Club since 2011, serving on the Board of Directors and the Rotary Foundation Board. My Merrill team is committed to consistently working within the region, and we readily make available our experience and professional colleagues whose insights may be of benefit to those looking to preserve and grow their wealth.

My clients entrust their financial futures to me and my team. Our training allows us to accept this responsibility. Our personal integrity and reputation earn it.

http://fa.ml.com/David-Baumanhttp://fa.ml.com/David-Bauman

*David does not provide legal advice in his role with Merrill.