David Harkins

Background

About David Harkins

Would welcome a connection. Highly regarded for its ability to tailor wealth management strategies for engineers, oil and gas executives and entrepreneurs, retirees, and families with special needs, David Harkins brings clients attentive service and seasoned experience – combined with the vast resources and research of Merrill Lynch Wealth Management. Assessing each client's current financial position and long-term personal goals, David employs a disciplined approach that's designed to help with managing risk while increasing net worth. David strives to create flexible financial strategies that call for a rotation of stocks, bonds, mutual funds and ETFs, along with investments that hedge against downside risk (often annuities, market linked and alternative investments*). Each client portfolio is carefully assembled and proactively adjusted for performance and its ability to fulfill stated goals. David encourages client relationships to begin with "both spouses at the table" and keeps clients "in the loop" through frequent educational events. Recognizing that client confidence and comfort stem from a mutually agreed-upon wealth management strategy that's easily understood, David provides full transparency and strives to educate clients at all times – including many who've relocated or retired across Texas and ten other states.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.