David Carpentier Email and Phone Number
David Carpentier work email
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David Carpentier personal email
I’ve been fortunate to serve a growing number of clients in the Garden City area and across the country. Among them are active and retired physicians, entrepreneurs, executives with concentrated stock, widows, and others I call “millionaires next door.” Clients have been diligent in their careers and devoted to their families. Most are enjoying, or looking forward to retirement. My job is to formulate risk-managed investment strategies based on multiple analyses and conversations. Generating reliable income is often not enough. Growth of retirement-designated assets is critical, as are thoughtful strategies for taking Social Security benefits. WHAT’S MY APPROACH? • I treat clients like family and find that many clients do the same. • Whether clients and I meet in my office or their home, I bring a folder with notes about each conversation. Referring to it helps us review ground we’ve covered and where we need to go next. • I work to appreciate what “makes clients tick” and, if anything is keeping them up at night. WHAT DO I BELIEVE? • Clients should know what they own, and why. My transparency and integrity are important to me and them. • Clients can benefit from the access I provide to securities-based, commercial and residential lending, through Bank of America N.A. I also coordinate with clients’ CPAs and attorneys to align tax minimization and estate planning strategies. WHAT MAKES ME PROUD?• Volunteering as a Lieutenant in the Garden City Special Police and receiving its Medal of Valor for helping others during Hurricane Sandy. • Serving on the Business Advisory Council of Molloy College.• Celebrating with clients at special occasions. It’s fulfilling to help good people enjoy life’s rewards. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors
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Senior Financial Advisor, Vice PresidentMerrill Lynch Wealth Management Dec 2008 - Present
David Carpentier Education Details
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Molloy CollegeMaster'S Degree -
Suny GeneseoBachelor'S Degree -
Nassau Community CollegeAssociate'S Degree/College Diploma
Frequently Asked Questions about David Carpentier
What company does David Carpentier work for?
David Carpentier works for Merrill Lynch Wealth Management
What is David Carpentier's role at the current company?
David Carpentier's current role is Senior Financial Advisor at Merrill Lynch Wealth Management.
What is David Carpentier's email address?
David Carpentier's email address is david.carpentier@ml.com
What schools did David Carpentier attend?
David Carpentier attended Molloy College, Suny Geneseo, Nassau Community College.
Who are David Carpentier's colleagues?
David Carpentier's colleagues are Sawsan Y., Paula N. Gonzales, Cpwa®, Crpc™, Tara Carlson, Cfp®, Cepa®, Bernadette Dean, Andrea Rice, Thomas Murphy, Elvi Felizlaureano.
Not the David Carpentier you were looking for?
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David Carpentier
United States7gmail.com, usi.biz, yahoo.com, yahoo.com, cableone.net, charter.net, assurely.com2 +140148XXXXX
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David Garn Carpentier
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David Carpentier
Service To The Armed Forces Program Manager At American Red Cross Texas Gulf Coast RegionKaty, Tx
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