David leads an experienced goals-based wealth management group providing customized financial strategies. David spends much of his time learning about clients' current needs, concerns and future aspirations. Backed by the vast resources and investment insights of Merrill and the banking strength of Bank of America, he develops customized strategies and recommendations for the various life scenarios clients may face many of whom are business owners, entrepreneurs, financial services executives and corporate executives.David's goals are to exceed their expectations with exceptional service and personalized attention as well as to be an objective financial resource and collaborator in matters large and small. His mission is to provide clarity, understanding and transparency for client's financial matters and have a meaningful and lasting impact on their lives.David double majored and graduated from University of Rhode Island with a BA in Economics and Political Science. David has earned the designation of Certified Investment Management Analyst® (CIMA®) in conjunction with the Investments & Wealth Institute™ and the University of California – Haas Business School. David firmly believes continuing education is essential for serving the best interests of clients.David was born and raised on the South Shore and now lives in Scituate, Massachusetts with his wife Beth and their four children. He is actively involved in their community as a Trustees for South Shore Hospital, Government Affairs Committee Member at the South Shore Chamber of Commerce and former Chairman of the Town of Scituate Capital Planning Committee, Public Building Commission, School Building Committee and South Shore Elder Services Board of Directors. David also coaches youth hockey for the South Shore Seahawks and baseball for Scituate Little League. David enjoys spending free time with his family either on their boat fishing, skiing or golfing.
Listed skills include High Net Worth Portfolio Management, Customizable Investment Strategies, Estate Planning Strategies And Wealth Transfer, Family Financial Advisor, and 6 others.
