David Godinez Email & Phone Number

What I most enjoy about being a financial professional is the ability to help my clients accomplish their goals and enjoy fiscal security.  My responsibility is not only to help you grow wealth but to preserve it during tumultuous times and, to that end, I enjoy a unique relationship with each of my clients as we identify not only what they need, but how they wish to get there.Finding the answers to all those questions involves more than just myself.  I work with clients' attorneys, CPAs, and other professionals to find answers to all of my clients questions.  My focus is not simply on investment choices but tax minimization strategies, alternative investments within your portfolio, and working in a mutual understanding of the tactical and strategic choices that help you cross the finish line early, not just on time.*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.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.

Listed skills include Credit, Loans, Banking, Retail Banking, and 12 others.

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  University Of Oklahoma

  Bachelor'S Degree