Verified recordFinancial Services

David Bachman

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Based in Nashville, United States

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Seniority

Director

Department

Finance & Accounting

Location

Nashville

Industry

Financial Services

Company size

35K

Contact information

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Email

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d•••••••@ml.com

Phone

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Background

About David Bachman

I began my wealth management career in 1992 with Merrill Lynch Wealth Management after separating from the US Air Force. I continued to serve in the Air Force Reserve while at Merrill, and retired in 2007 after 24 years as a Lieutenant Colonel. During my service, I piloted a single-seat fighter plane known as the A-10 Warthog and flew 34 combat missions in the first Gulf War - Operation Desert Storm. I lead the Bachman, Herron & Associates team that is deeply committed to the well-being of our clients. Our mission is to deliver sound, customized, eternally focused guidance to a select group of high net-worth clients, including attorneys, physicians, entertainment industry professionals, corporate executives, entrepreneurs and business owners. We accomplish this mission by evaluating each client's complete financial condition, help them set specific, attainable goals, implement bespoke strategies designed for success, and track their portfolios, all while maintaining the highest standards of integrity and professionalism. The commitment to our client's success has helped build meaningful, long-lasting relationships that span multiple generations. I live with my wife of 34 years, Leslie, have 3 grown children, and one granddaughter. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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