David L. Askenase

Background

About David L. Askenase

David L. Askenase, CFA® is a Vice President, Financial Advisor and Chartered Financial Analyst® professional who focuses on advising business owners on the complexities and challenges that accompany significant wealth. David partners with the other trusted advisors of his current and prospective clients on areas such as trust and estate planning, business succession planning, and family engagement to help ensure the location and allocation of client's wealth reflect their long-term business and family goals. Prior to joining Merrill, David was a Vice President and Financial Advisor at Bernstein Private Wealth for over 8 years working in their New York City and Dallas offices. David, his wife and 2 sons reside in Lakewood in Dallas where they are active in their community. In addition to volunteering in the neighborhood and kids' schools, David is the on the Board of Directors for the Association of Corporate Growth (ACG) for DFW where he is the Sponsorship Chair, as well as the Secretary for 24HourDallas, a local non-profit that seeks to create a safer more inclusive nightlife in Dallas.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Trust, fiduciary, and investment management service are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.