David Conrad, Cfp®, Cpwa®, Clu®, Chfc® Email & Phone Number

Dave is a Financial Advisor with more than 30 years of experience in the financial services and wealth management industry. Dave uses a holistic goals-based planning approach to provide customized wealth management strategies and investment advice to his clients. Dave joined Merrill in 1996 as a Financial Advisor. His tenure at Merrill includes holding many leadership roles including serving as the Market Executive for the North Metro Detroit Market, Market Executive for the Chicago North Market and most recently Market Executive for the Boca Tropics Market. Dave is a graduate of Western Illinois University with a Bachelor's degree in Business Administration and a major in Marketing. He also earned a Master's degree in Business Administration from Loyola University in Chicago. Dave is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Dave holds the Certified Private Wealth Advisor® (CPWA®) designation, sponsored by the Investment and Wealth Institute™ at the Yale School of Management Executive Education, the Certified Exit Planning Advisor (CEPA®) designation, the Chartered Financial Consultant® (ChFC®) designation and the Chartered Life Underwriter® (CLU®) designation. Dave serves on the Board of Directors of Student Aces, a Palm Beach County organization that focuses on developing character and leadership in high school student athletes. Dave and his wife Jen have 3 children and live in Delray Beach, Florida. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors. ChFC®, CLU® and Chartered Financial Consultant®, Chartered Life Underwriter® are the property of The American College, which reserves the sole rights to its use, and is used by permission.