David Herman

Background

About David Herman

As a Merrill financial advisor, I offer sound financial advice and guidance to successful individuals and families. I am committed to providing premier service and access to extensive resources to assist my clients in reaching their personal and financial goals. To assist my clients in reaching their financial goals, I help bring clarity to investment opportunities and ever-changing market conditions that can impact portfolio returns. Through this approach, my clients can benefit from a solid relationship that helps them better understand the strategies available to them and the path they can take. I have worked with Merrill since 1977 assisting clients in the areas of wealth and estate planning services and investments. I have held the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc, since 1980, and have earned Certified Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. I graduated from Lake Forest College in 1970. I am also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis my own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*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.