What is the most rewarding aspect of being a financial advisor?
It is extremely gratifying to develop a wealth management plan for a client and then witness their lives being enriched as their goals and aspirations are realized.
What questions do you like to ask people who are considering becoming clients?
A key part of developing an effective wealth management plan is to understand what our clients are passionate about wanting their investments to do for them. Weather the answer is travel, philanthropy, family, career, or other endeavors, this becomes the driving force powering our re... Read More
What is the most rewarding aspect of being a financial advisor?
It is extremely gratifying to develop a wealth management plan for a client and then witness their lives being enriched as their goals and aspirations are realized.
What questions do you like to ask people who are considering becoming clients?
A key part of developing an effective wealth management plan is to understand what our clients are passionate about wanting their investments to do for them. Weather the answer is travel, philanthropy, family, career, or other endeavors, this becomes the driving force powering our recommendations.
How do you spend a typical Saturday?
I really enjoy both classic and contemporary automobiles. There is such a variety of fascinating vehicles and I embrace any opportunity to learn more about them and discuss with others who have similar interests.
Dave joined Merrill in 1971 and has more than five decades of experience managing portfolios and providing wealth management guidance. He focuses on developing financial strategies and providing tax-efficient portfolio management for high-net-worth individuals and families throughout the U.S. He holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations, granted by the Investments & Wealth Institute™. Named to Forbes "Best-in-State Wealth Advisors" list every year since its inception in 2018 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year).*
Dave has also has been named to Barron’s Top 1,200 Financial Advisors for 13 years (*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year). *
Dave’s philanthropic involvement includes Boy Scouts of America; where he is a Trustee of the National Foundation, Board member and Vice President of Development for greater Chicago, and former President of the Northwest Suburban Council. He has also held various Board positions with the Barrington Area Council on Aging over the past twenty five years.
Dave earned a bachelor's degree in Finance and Economics from University of Illinois. He enjoys spending time with his wife Linda and golfing. They live in Palatine, Illinois and Naples, Florida, and have two grown children.
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