David Bostwick Email and Phone Number
David Bostwick work email
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David Bostwick personal email
David Bostwick phone numbers
I strive to be the best in my field by assisting individuals, families, and small to medium sized business owners in development of individualized, long-term financial strategies to help them define and pursue their short and long term goals. I've been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2013. Prior to joining the financial services industry, I ran a 50+ year old family business in the hospitality and property management industry, gaining valuable entrepreneurial experience in small business finance and customer relations. My well-rounded experience has served my clients well. As 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 Lynch Wealth Management or approved third- party investment managers' strategies, funds or portfolios. Recently relocated to the Denver Metro area from Orange County CA.
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Senior Financial Advisor, Vice PresidentMerrill Lynch Wealth Management Aug 2013 - PresentNew York, Ny, Us -
Financial AdvisorMorgan Stanley Smith Barney Dec 2008 - Aug 2013
David Bostwick Education Details
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California State University SystemBachelor'S Degree
Frequently Asked Questions about David Bostwick
What company does David Bostwick work for?
David Bostwick works for Merrill Lynch Wealth Management
What is David Bostwick's role at the current company?
David Bostwick's current role is Senior Financial Advisor, Portfolio Advisor.
What is David Bostwick's email address?
David Bostwick's email address is bo****@****bal.net
What is David Bostwick's direct phone number?
David Bostwick's direct phone number is (800) 637*****
What schools did David Bostwick attend?
David Bostwick attended California State University System.
Who are David Bostwick's colleagues?
David Bostwick's colleagues are Matt Klein, Cfp®, Cfa, Csric®, Michael A. Mouro, Aams™, Awma™, Crpc™, Danielle Burness, Cpfa™, Tyler Sutherland, Cepa®, Kenneth Escoto, Neil Mooney, Zachary Sech.
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