David Bobker

Background

About David Bobker

David Bobker, CRPC™, RAFA, CPFA Vice President Wealth Management Advisor Retirement Accredited Financial Advisor Chartered Retirement Planning Counselor™ professional Senior Portfolio Advisor David has been in the financial services industry since 1993 and joined Merrill Lynch Wealth Management in 2003. He is the senior partner in The Bobker Group. His focus is on developing strategies and potential solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendations, for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. David's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy. David is a Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. He has earned the designation of Chartered Retirement Planning Counselor™ professional, awarded by the College for Financial Planning. He has in-depth knowledge of individuals' needs both before and after retirement. David is a 1993 graduate of Brooklyn College (CUNY) with a B.S. in Computer Science. He earned his M.B.A. in 2001.