Meet Our Merrill Private Wealth Management Professional
Our rigorously trained Private Wealth Advisors provide clients with a direct line to all of the resources and capabilities of a truly global investment firm – in ways that are more in keeping with a small, very exclusive boutique. Concierge services, family meetings, private seminars and events are all part of the experience.
David began his wealth management career in 1991 and has spent his entire career with The Evelo|Singer|Sullivan Group. As Private Wealth Advisor and Managing Director, David leads the team of 24, who focus exclusively on working with families of substantial wealth with complex financial needs. David creates customized investment portfolios and financial strategies for affluent investors, tailored to pursue long-term risk and return objectives, encompassing financial markets, structuring of assets, estate planning services, tax regulations, and philanthropic goals.
David has earned recognition as an industry leading advisor on a national level. In 2021, Forbes named David the #1 Wealth Advisor in Ohio for a third consecutive year on its “Best-In-State Wealth Advisors” list. He has been consecutively named by Barron’s one of America’s “Top 100 Financial Advisors” and ranked for the past decade by Barron’s on its "Top 1200 Financial Advisors State-by-State" list. Other accolades include recognition as a top advisor by the Financial Times, 2014, 2016 – 2020.
David holds an M.B.A. from Xavier University and graduated from DePauw University with dual majors in Economics and English Literature, along with a minor in Computational Mathematics. David is actively involved in the Cincinnati community and currently serves as the immediate past chairman for the Boys & Girls Clubs of Greater Cincinnati. ________________________________________________________________
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
1Source: Barron's "Top 100 Financial Advisors" list, April 20, 2019. For more information about the selection criteria, go to http://details-he.re/nRnrmS . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
2Source: Barron's “Top 1,200 Financial Advisors” list, March 2020. For more information about the selection criteria, http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Barron's is a trademark of Dow Jones &Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.
3Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
4Source: Wealth Management Magazine's (formerly REP.) ”Top 100 Wirehouse Advisors in America” list, May, 2, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA. Wealth Management Magazine (formerly REP.) is a trademark of Penton Media, Inc. All rights reserved.
5Source: *Source: The Financial Times "400 Top Financial Advisers" (FT 400) list, April 16, 2020. For more information about the selection criteria, go to http://details-he.re/fTgbvQ. The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. All rights reserved. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.
6Source: Forbes "America's Top 250 Wealth Advisors" list, developed by SHOOK Research, September 2018. For more information about the selection criteria, go to http://details-he.re/WHDBy4 . All rights reserved.
The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.
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