David Bostwick
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David Bostwick Email & Phone Number

Senior Financial Advisor, Portfolio Advisor at Merrill Lynch Wealth Management
Location: Greenwood Village, Colorado, United States 2 work roles 1 school
1 work email found @ml.com 1 phone found area 800 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email d****@ml.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch Wealth Management
Role
Senior Financial Advisor, Portfolio Advisor
Location
Greenwood Village, Colorado, United States

Who is David Bostwick? Overview

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Quick answer

David Bostwick is listed as Senior Financial Advisor, Portfolio Advisor at Merrill Lynch Wealth Management, based in Greenwood Village, Colorado, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 800, and a matched LinkedIn profile for David Bostwick.

David Bostwick previously worked as Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management and Financial Advisor at Morgan Stanley Smith Barney. David Bostwick holds Bachelor'S Degree from California State University System.

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Email format at Merrill Lynch Wealth Management

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{first}.{last}@ml.com
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Profile bio

About David Bostwick

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.

Current workplace

David Bostwick's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Senior Financial Advisor, Portfolio Advisor
Website
ml.com
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2 roles

David Bostwick work experience

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

Financial Advisor

Morgan Stanley Smith Barney
Dec 2008 - Aug 2013
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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

ZN Zachary Niklaus, Cfp® Zachary Niklaus, Cfp® Colleague at Merrill Lynch Wealth ManagementGreenwich, Connecticut, United States View → KL Katelyn Logan Katelyn Logan Colleague at Merrill Lynch Wealth ManagementCharlotte Metro, United States View → CJ Cincinnati-Ct-Cop: Jackson Cincinnati-Ct-Cop: Jackson Colleague at Merrill Lynch Wealth ManagementSimsbury, Connecticut, United States View → SW Shawn W. Hanna, Se-Awma™, Crpc™ Shawn W. Hanna, Se-Awma™, Crpc™ Colleague at Merrill Lynch Wealth ManagementNew York, United States View → TS Tim Sudz Tim Sudz Colleague at Merrill Lynch Wealth ManagementFlint, Michigan, United States View → HF Henry Filter, Crpc™ Henry Filter, Crpc™ Colleague at Merrill Lynch Wealth ManagementAnnapolis, Maryland, United States View → GP Galina Pritsker Galina Pritsker Colleague at Merrill Lynch Wealth ManagementBrooklyn, New York, United States View → KH Kevin Hui Kevin Hui Colleague at Merrill Lynch Wealth ManagementWaltham, Massachusetts, United States View → JS Jacqueline Shaughnessy-Sobczak, Aams™, Crpc™ Jacqueline Shaughnessy-Sobczak, Aams™, Crpc™ Colleague at Merrill Lynch Wealth ManagementColorado Springs, Colorado, United States View → JC Jason Chau Jason Chau Colleague at Merrill Lynch Wealth ManagementLos Angeles Metropolitan Area, United States View →
1 education record

David Bostwick education

  • California State University System
    California State University System
    Bachelor'S Degree
FAQ

Frequently asked questions about David Bostwick

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

What company does David Bostwick work for?

David Bostwick works for Merrill Lynch Wealth Management.

What is David Bostwick's role at Merrill Lynch Wealth Management?

David Bostwick is listed as Senior Financial Advisor, Portfolio Advisor at Merrill Lynch Wealth Management.

What is David Bostwick's email address?

AeroLeads has found 1 work email signal at @ml.com for David Bostwick at Merrill Lynch Wealth Management.

What is David Bostwick's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for David Bostwick at Merrill Lynch Wealth Management.

Where is David Bostwick based?

David Bostwick is based in Greenwood Village, Colorado, United States while working with Merrill Lynch Wealth Management.

What companies has David Bostwick worked for?

David Bostwick has worked for Merrill Lynch Wealth Management and Morgan Stanley Smith Barney.

Who are David Bostwick's colleagues at Merrill Lynch Wealth Management?

David Bostwick's colleagues at Merrill Lynch Wealth Management include Zachary Niklaus, Cfp®, Katelyn Logan, Cincinnati-Ct-Cop: Jackson, Shawn W. Hanna, Se-Awma™, Crpc™, and Tim Sudz.

How can I contact David Bostwick?

You can use AeroLeads to view verified contact signals for David Bostwick at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David Bostwick attend?

David Bostwick holds Bachelor'S Degree from California State University System.

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