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David Kassner, Cpwa®, Crpc™, Cpfa® Email & Phone Number

Senior Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
Location: Highland Park, Illinois, United States 2 work roles 2 schools
1 work email found @ml.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email d****@ml.com
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Current company
Merrill Lynch Wealth Management
Role
Senior Resident Director - Wealth Management Advisor, Senior Vice President
Location
Highland Park, Illinois, United States
Company size
34842 employees

Who is David Kassner, Cpwa®, Crpc™, Cpfa®? Overview

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Quick answer

David Kassner, Cpwa®, Crpc™, Cpfa® is listed as Senior Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management, a with 34842 employees, based in Highland Park, Illinois, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for David Kassner, Cpwa®, Crpc™, Cpfa®.

David Kassner, Cpwa®, Crpc™, Cpfa® previously worked as Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. David Kassner, Cpwa®, Crpc™, Cpfa® holds Masters Of Business Administration, Mba from Northwestern University - Kellogg School Of Management.

Company email context

Email format at Merrill Lynch Wealth Management

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*@ml.com
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AeroLeads found 1 current-domain work email signal for David Kassner, Cpwa®, Crpc™, Cpfa®. Compare company email patterns before reaching out.

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Profile bio

About David Kassner, Cpwa®, Crpc™, Cpfa®

David Kassner has served individuals and business since 1997 where he began his career with a leading global management consulting company. A graduate of Northwestern University, David has a passion for providing disciplined strategies to clients. Prior to joining Merrill Lynch Wealth Management, he specialized in advanced and institutional insurance and investment strategies.

Listed skills include Wealth Management, Retirement Planning, and Commercial And Residential Lending.

Current workplace

David Kassner, Cpwa®, Crpc™, Cpfa®'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Resident Director - Wealth Management Advisor, Senior Vice President
Highland Park, IL, US
Website
ml.com
Employees
34842
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Company profile
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2 roles

David Kassner, Cpwa®, Crpc™, Cpfa® work experience

A career timeline built from the work history available for this profile.

Resident Director - Wealth Management Advisor, Senior Vice President

Current
Merrill Lynch Wealth Management

New York, Ny, Us

Certified Private Wealth Advisor® (CPWA®) designee Chartered Retirement Planning Counselor™ professional, Portfolio Advisor *A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers' strategies, funds or portfolios. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.

Nov 2011 - Present
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 34842 employees →

DM Don Mcdonald, Cima®, Cpwa®, Cpfa®, Crpc™ Don Mcdonald, Cima®, Cpwa®, Cpfa®, Crpc™ Colleague at Merrill Lynch Wealth ManagementFort Smith, Arkansas, United States View → CN Chenwei Ni Chenwei Ni Colleague at Merrill Lynch Wealth ManagementTorrance, California, United States View → DB Domenic Barboza Domenic Barboza Colleague at Merrill Lynch Wealth ManagementCumberland, Rhode Island, United States View → MH Mike Holmes, Cfp®, Cpfa™ Mike Holmes, Cfp®, Cpfa™ Colleague at Merrill Lynch Wealth ManagementEvansville, Indiana, United States View → YW Yvette Whitley Yvette Whitley Colleague at Merrill Lynch Wealth ManagementNavarre, Florida, United States View → JP Jacqueline Purcell Jacqueline Purcell Colleague at Merrill Lynch Wealth ManagementChagrin Falls, Ohio, United States View → JA Jim Ambrose Jim Ambrose Colleague at Merrill Lynch Wealth ManagementOmaha, Nebraska, United States View → KB Kyle Baker, Chfc® Kyle Baker, Chfc® Colleague at Merrill Lynch Wealth ManagementLeawood, Kansas, United States View → DM David Madsen David Madsen Colleague at Merrill Lynch Wealth ManagementSalt Lake City, Utah, United States View → CB Connie Balliet Connie Balliet Colleague at Merrill Lynch Wealth ManagementSavannah, Georgia, United States View →
2 education records

David Kassner, Cpwa®, Crpc™, Cpfa® education

Masters Of Business Administration, Mba

Northwestern University - Kellogg School Of Management

Bachelor'S Degree

Northwestern University
FAQ

Frequently asked questions about David Kassner, Cpwa®, Crpc™, Cpfa®

Quick answers generated from the profile data available on this page.

What company does David Kassner, Cpwa®, Crpc™, Cpfa® work for?

David Kassner, Cpwa®, Crpc™, Cpfa® works for Merrill Lynch Wealth Management.

What is David Kassner, Cpwa®, Crpc™, Cpfa®'s role at Merrill Lynch Wealth Management?

David Kassner, Cpwa®, Crpc™, Cpfa® is listed as Senior Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management.

What is David Kassner, Cpwa®, Crpc™, Cpfa®'s email address?

AeroLeads has found 1 work email signal at @ml.com for David Kassner, Cpwa®, Crpc™, Cpfa® at Merrill Lynch Wealth Management.

Where is David Kassner, Cpwa®, Crpc™, Cpfa® based?

David Kassner, Cpwa®, Crpc™, Cpfa® is based in Highland Park, Illinois, United States while working with Merrill Lynch Wealth Management.

What companies has David Kassner, Cpwa®, Crpc™, Cpfa® worked for?

David Kassner, Cpwa®, Crpc™, Cpfa® has worked for Merrill Lynch Wealth Management.

Who are David Kassner, Cpwa®, Crpc™, Cpfa®'s colleagues at Merrill Lynch Wealth Management?

David Kassner, Cpwa®, Crpc™, Cpfa®'s colleagues at Merrill Lynch Wealth Management include Don Mcdonald, Cima®, Cpwa®, Cpfa®, Crpc™, Chenwei Ni, Domenic Barboza, Mike Holmes, Cfp®, Cpfa™, and Yvette Whitley.

How can I contact David Kassner, Cpwa®, Crpc™, Cpfa®?

You can use AeroLeads to view verified contact signals for David Kassner, Cpwa®, Crpc™, Cpfa® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David Kassner, Cpwa®, Crpc™, Cpfa® attend?

David Kassner, Cpwa®, Crpc™, Cpfa® holds Masters Of Business Administration, Mba from Northwestern University - Kellogg School Of Management.

What skills is David Kassner, Cpwa®, Crpc™, Cpfa® known for?

David Kassner, Cpwa®, Crpc™, Cpfa® is listed with skills including Wealth Management, Retirement Planning, and Commercial And Residential Lending.

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