David Chiavacci

Background

About David Chiavacci

I am fortunate to work with team Hoover-Thisted in Merrill's Ultra High Net Worth Division - the Merrill Private Wealth Management Group. We focus on helping corporate executives manage concentrated stock, business owners prepare for liquidity events with pre and post IPO planning, and families fortify their legacy through wealth transfer strategies, including income and estate tax minimization planning strategies and philanthropic intent.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.