David Lowenthal Email & Phone Number

Global asset manager with a focus on real and after tax growth, integrating wealth transfer strategies and management risk.As a Senior Financial Advisor with over two decades of experience in the financial services industry, I offer a tailored combination of knowledge, dedication and service. Having built my service model working with individuals and businesses to define and pursue their financial goals, I recognize my ultimate responsibility is to help my clients build a solid foundation on which to make their financial decisions with confidence.Using a blend of strategic application of behavioral finance, psychology and insight, I am able to better understand and educate my clientele. This enables me to explain why we create our proprietary models and how they can achieve our clients goals. The outcome is a wealth strategy and ongoing communications that give my clients the fortitude to avoid common investor mistakes and pitfalls.I take a very hands on role in following through for clients to make sure their needs are always taken care of with the highest level of attention and that financial and wealth transfer strategies are effectively implemented. Working closely with my clients trusts, estates and tax planning professionals helps me implement a successful retirement, estate and philanthropic goal.I work with clients to develop a robust wealth management strategy, focusing on in-depth financial strategies and a relationship that is built on trust and hold this responsibility in the highest regard. I believe this is the most rewarding aspect of my work.My diversified clientele, include high net-worth individuals, foundations, endowments and family offices. Our areas of focus include estate planning services, trusts, retirement planning, real estate, hedge funds and asset management.

Listed skills include Financial Services and Crpc.

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  Senior Financial Advisor, Managing Director

  Merrill Lynch Wealth Management

  May 2009 - Present

  *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.

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  Beth Medrash Govoah

  Master'S Degree