David Friedlander

Background

About David Friedlander

My team and I pride ourselves on delivering modern, sophisticated wealth management to help you reach your financial goals. I am skilled in weighing multiple factors that impact your wealth: Your balance sheet, risk tolerance, family dynamics, personal priorities, tax situation, long-term aspirations, and the ever-present changing fiscal and economic conditions in which we live. By utilizing that analysis as my foundation, I work with you to create a path forward that is uniquely yours, helping to deploy your wealth with proper thought and care. Together, we manage all aspects of your financial picture and work with you to build a plan designed to help you achieve your goals. I hold undergraduate degrees in Marketing and International Business, and an MBA in both Finance and Real Estate. I also have my Chartered Retirement Planning Counselor™, CRPC™ and Certified Plan Fiduciary Advisor®, CPFA® designations. I believe strongly in these simple concepts: hard work, consistent communication, a relentless emphasis on quality and community leadership. WHAT YOU CAN EXPECT FROM ME: I am constantly working with you in pursuit of your goals. Your needs are of utmost importance to me. I am respectful of your time. I strive to make your life better by adding consistent value. I believe in regular and reliable communication. Together, we form a plan that fits your needs and to help you reach your dreams. I do my best to meet and beat your expectations, utilizing my knowledge of best practices, the resources of my team, and the extensive capabilities of Merrill and the banking convenience of Bank of America. Reach me directly at 561.276.1662 or David.Friedlander@ml.com. 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. 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.