David is a Wealth Management Advisor (WMA), CFM, and has earned the designation of Certified Financial PlannerTM (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Born and raised in Oklahoma, he attended Oklahoma State University obtaining his BS in Business, majoring in Accounting with concentrations in economics, finance, and computer science. Upon graduation from college, he worked for ten years as a Certified Public Accountant in the Management Consulting Divisions of two large international CPA firms, Arthur Andersen & Co. (now Accenture) and Ernst & Young (Please note that David does not give tax advice in his role at Merrill Lynch).
David joined Merrill Lynch in 1991 and serves a variety of affluent individuals throughout the United States. In 2009 and 2010, he was named to Barron's Top 1000 Financial Advisors in the U. S.