David J. Bloom, Cfp® Email and Phone Number
David J. Bloom, Cfp® work email
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David J. Bloom, Cfp® personal email
I am a Senior Vice President and the Resident Director for the Media, Pennsylvania office of Merrill Lynch Wealth Management. The mission of The Bloom Vermeil Wealth Management Group is to build a collaborative relationship with our clients and provide them with a high-quality wealth management experience that strives to make the complexities of their financial lives easier to understand, manage and achieve. Our clients include business owners, corporate executives, physicians, engineers, lawyers, accountants, school teachers, professional musicians and retirees. If you'd like to learn more about how our services can help you and your family, please reach out via email (david.bloom@ml.com)As a seasoned financial adviser with over 27 years of experience in the field, I have developed expertise in retirement planning, tax-smart investment management, wealth transfer planning, and guiding adult children and their elderly parents as they navigate important financial decisions related to estate planning, long-term care planning, and Medicaid planning. Given my background in the legal profession as well as holding the CERTIFIED FINANCIAL PLANNER® certification in good standing since 2000, I am often asked by my clients to work with their accountant and/or corporate and estate planning attorneys to pursue their goals. Before joining Merrill Lynch Wealth Management in 2019, I had the privilege to work for several other pre-eminent firms including The Vanguard Group, the former U.S. Trust Company of New York, and J.P. Morgan Private Bank in Manhattan. I earned a B.A. from Villanova University with Honors and a law degree from The Delaware Law School of Widener University. I reside with my wife and two sons in Swarthmore, Pennsylvania where we enjoy the outdoors and are actively engaged in our community.Outside of work, I have a passion for supporting literacy instruction for K – 3rd grade children. Over the course of my career, I have served as Board Chair for the nationally acclaimed Children's Literacy Initiative, as a board member for Communities in Schools of Philadelphia and as a board member for the Benchmark School in Media, Pennsylvania.
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Resident Director - Wealth Management Advisor, Senior Vice PresidentMerrill Lynch Wealth Management May 2019 - PresentOver the years I've helped many ambitious individuals make smart decisions around money, succession planning and building a legacy. While I do not practice law at Merrill, I craft aligned strategies with fellow attorneys and CPAs to help clients create value by structuring their wealth in line with their long-term goals. At a granular level, I have in-depth experience providing guidance related to tax-smart investing, private banking, wealth structuring, custom lending, preparing your business for a sale, managing a concentration, equity grants, retirement plans, deferred compensation, alternative investments, transferring wealth via trusts, charitable vehicles, and private foundations. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.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 investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Bank of America Private Bank is a division of Bank of America, N.A. -
Managing DirectorWilmington Trust Jun 2014 - May 2019 -
Senior Wealth AdvisorJ.P. Morgan Private Bank Jan 2007 - Feb 2012 -
Financial PlannerU.S. Trust Company Of New York Jul 2004 - Mar 2006
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Portfolio Review Group ManagerVanguard Group Jan 1999 - Jul 2004 -
Financial PlannerVanguard Group Dec 1997 - Dec 1999
David J. Bloom, Cfp® Education Details
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Juris Doctor (J.D.) -
Bachelor'S Degree -
High School
Frequently Asked Questions about David J. Bloom, Cfp®
What company does David J. Bloom, Cfp® work for?
David J. Bloom, Cfp® works for Merrill Lynch Wealth Management
What is David J. Bloom, Cfp®'s role at the current company?
David J. Bloom, Cfp®'s current role is Senior Vice President, Resident Director - Wealth Management Advisor.
What is David J. Bloom, Cfp®'s email address?
David J. Bloom, Cfp®'s email address is da****@****cer.com
What schools did David J. Bloom, Cfp® attend?
David J. Bloom, Cfp® attended Widener University School Of Law, Villanova University, The Shipley School.
Who are David J. Bloom, Cfp®'s colleagues?
David J. Bloom, Cfp®'s colleagues are Zoë Youmans, Mia Brinkley, Ted Etsell, John Conheeney, Brendan Haggard, Crpc™, Aams™, Jayjay Smith, Raymond A. Miranda, Cfp®, Crpc™.
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