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 22, 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 2018 and 2019, Forbes named David the #1 Wealth Advisor in Ohio on its “Best-In-State Wealth Advisors” list. He has been named by Barron’s one of America’s “Top 100 Financial Advisors” notably the only advisor included from Ohio in 2018 and 2019. David has also been recognized consecutively 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 – 2019.
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 on the Board for the Boys & Girls Clubs of Greater Cincinnati. ________________________________________________________________
Asset Allocation does not ensure a profit or protect against loss in declining markets.
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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 11, 2019. 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: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, visit: http://details-he.re/xR7HbE. Forbes is a trademark of Forbes Media LLC. All rights reserved.
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: The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to http://details-he.re/YNDTvZ . The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved.
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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