With over 35 years of experience, David is dedicated to providing clients with individually tailored investment strategies. At the heart of David's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and superior service. He has worked extensively in the area of family law, focusing on assisting recently divorced clients to structure a meaningful investment portfolio to meet their current and future income needs. Educating divorcees on the nuances of their new financial situation while providing them with the tools to manage their new financial life is critical to David's service model and his relationship with family law attorneys. David knows the accumulation and preservation of wealth present different challenges and opportunities to each of the clients with whom he works. He is a problem solver. Each family and business owner has unique financial circumstances requiring individualized attention. David works closely with clients' other trusted advisors including attorneys and accountants to address clients' tax, trust, philanthropic and estate issues including wealth transfer strategies. He holds a bachelor's degree from Western Michigan University (1980) and earned his Certified Public Accountant (CPA) designation. Although Dave does not provide tax or accounting advice in his role at Merrill, he will work closely with your CPA. You may contact Dave at 248-348-3607 or 866-671-0265 or by email at firstname.lastname@example.org. New clients accepted by referral only.