David Urban is a financial advisor with over thirty years of banking experience, focusing on high net worth executives and professionals with unique financial needs. These individuals face a number of challenges, including tax, legal and wealth management issues. David works closely with your accountant and attorney to implement a customized financial strategy focused on growing your wealth, reducing risk and lowering taxes. His approach helps to simplify your finances and protect your family, so you can have confidence and focus on what’s most important to you. David is driven by a passion for great customer service, and looks forward to building a strong, trusting relationship with you.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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.
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.
