David Bauman
Senior Financial Advisor
480 Pilgrim Way
Green Bay, WI 54304
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

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.


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

About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
David Bauman is registered to do business in AZ, CA, CO, FL, IA, IL, IN, MI, NC, NJ, NY, OH, PA, WI.