David Haslam Email & Phone Number

David joined Merrill Lynch Wealth Management in 2011 as a Financial Advisor after successful opportunities working in the government and private sector. David is committed to helping individuals, families, and businesses in achieving their financial goals. His area of focus is assisting those who are near or in retirement and want to maximize their financial potential while enjoying the lifestyle they deserve. Providing short and long term financial strategies to businesses and entrepreneurs is also a distinctive feature of his approach. By implementing a strategic four step process and considering every client's needs and risk tolerance, your goals and objectives are the focus of results.By first gaining a thorough understanding of what is important to you, David will then deploy the vast resources of Merrill to help you pursue your goals. Financial strategies will be based on a sound, disciplined approach utilizing the top-rated market research and cutting edge technology. When necessary, David can also utilize a team of specialists within Merrill that each concentrate on a specific discipline of financial investments to meet your individual or business need.David has a Bachelors Degree in Business and has 28 years of professional business finance, management and development experience. He is committed to providing the highest level of service to his clients in a family office environment designed to help meet their needs and exceed their expectations.In his free time, David enjoys being with his wife Tammi and son Gavin enjoying sporting events and outdoor activities year-round throughout Florida. He also volunteers at the United Way of Marion County.

Listed skills include Wealth Management, Retirement Planning, Estate Planning Strategy, Investments, and 24 others.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Aug 2011 - Present

  Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

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  St Leo University

  Bachelor'S Degree