David advises a select group of business owners and high net worth families on wealth accumulation, preservation and transfer of assets through the creation of individually customized wealth management strategies. Clients especially rely on him to make prudent financial decisions during important transitions in their lives, such as retirement, inheritance, or the sale of a business. David also has extensive experience helping key executives manage concentrated stock positions and integrate corporate benefit programs into their investment planning. Understanding that successful people need a trusted advisor, he focuses on building strong client relationships on a foundation of integrity, mutual trust, and a commitment to superior service. David Lucchese joined Merrill in 2008 after 4 years with Morgan Stanley. Before becoming a Financial Advisor, David worked as an internal auditor and senior financial analyst for an international satellite entertainment company and a top international law firm. From this prior experience, David developed a deep-rooted belief in the importance of tracking any plan against actual results. He understands that ongoing analysis, knowledge of new events and regular communication is essential in helping clients adapt to a changing financial environment and increase their probability for success. David received his undergraduate degree in accounting from Boston College. Outside of Merrill David sits on the board of a charity non-profit, enjoys playing golf, and boating with his family. David and his wife, Jen, live with their four children in Boynton Beach, FL.*ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.