David Callot

Background

About David Callot

Artificial intelligence isn't really that "intelligent", right?You know this if your advisor has placed you on one of those firm-based algorithm portfolios…Even as a high-net-worth individual, you still get the same portfolio as everyone else.On top of that, you're forced to waste valuable time on hold with generic customer service departments.Basically…your custom plan really isn't custom.Deep down you know you deserve an advisory team that not only manages EVERYTHING for you financially but truly knows you personally……AND can provide an abundance of resources and capacity beyond that of the typical advisor.If you are craving a quality level of financial sophistication then I'd like to introduce you to our team - as a member I have been named to the 202 Forbes "Best-in-State Wealth Advisors" for the Best-in-State by Forbes for the 7th consecutive year (published annually Jan - April. Rankings based on data as of June 30 of prior year)- which is uniquely positioned to guide you through the time-consuming complexities of managing wealth with a plethora of white-glove services like…• Tax mitigation• Cash flow management plans• Customized and proactively managed portfolios• Estate planning and charitable givingAdditionally, we leverage Merrill's proprietary Personal Wealth Analysis™ financial modeling tools to build comprehensive plans designed to grow and nurture generational wealth.I don't need to tell you your time is extremely valuable. Managing your wealth is a high priority…but between your family, work, and hobbies where are you going to find the time?Leave me a note if you want a personal team of advisors that is on call for every financial need or question you may have.