David Iubelt

Background

About David Iubelt

David joined Merrill Lynch Wealth Management in 2004 and has been in his role as a Financial Advisor since 1998. David will take the necessary time to find out what is most important to you and help you pursue your financial goals. David will work with your team of other professionals (attorneys, CPAs or tax specialist) to help accomplish your goals. David also helps clients focus on estate planning issues and works with their legal advisors in developing their estate plan. David enjoys helping high net worth clients with issues that are specific to their circumstances. David is exceptionally service-oriented, striving to stay in close contact with each client. He believes that his proactive approach helps him anticipate client financial needs and be better prepared to balance risk and reward based on each client's individual needs. David is a retired veteran from the US Air Force (1975-1995). As he was dedicated to serving his country during his military career, he is now dedicated to serving clients needs for their financial future. David's hobbies include riding horses with his wife, Beverly. David and Beverly have been married since 1979 and have four grown children.