David Barton
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in Portsmouth, United States
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Seniority
Director
Department
Finance & Accounting
Location
Portsmouth
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About David Barton
With over 20 years of industry experience and the vast resources of Merrill Lynch Wealth Management, I help people with some of the most important decisions they will ever make. From planning a complicated business transaction or structuring a family legacy to retirement and education planning, your decisions should be informed and made confidently. I provide a highly-personal service that goes beyond the traditional investment advisory relationship, offering customized wealth management, access to banking, goals-based investment management and financing solutions. Outside the office, I enjoy spending time with my family, skiing, golfing, mountain-biking and hiking. Please feel free to reach out and let me know what is on your mind.*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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