Merit Wealth Advisors

David has over 28 years of experience in the financial services industry. His career started after graduating from Florida State University with a Bachelor of Science Degree in Finance.

David is passionate about helping clients pursue and maintain their financial goals through a comprehensive planning process. He enjoys getting to know clients and their unique family situations and he focuses on building long lasting relationships through consistency, trust and mutual respect. In his free time he enjoys going to FSU football games, fishing, fitness and spending time with his wife and their two children.

Areas of Experience

• Wealth Accumulation and Preservation Management Strategies
• Comprehensive Financial Planning
• Investment Analysis and Management
• Retirement Income Planning
• Executive Benefits Planning
• Risk Management Strategies