David Loman

Background

About David Loman

As a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management in New York City, I create tailored financial strategies and provide investment advice to individuals and families with a focus on retirement planning, benefits optimization and asset allocation. Additionally, I deliver retirement plan services to businesses by providing access to investment policy statement drafting and review, aiding in retirement plan design decisions, creating and regularly overseeing investment fund menus and educating employees. I am a CFA® charterholder and a member of the CFA Society in New York. I hold the CERTIFIED FINANCIAL PLANNER® CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. I have also earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ and taught in conjunction with Yale School of Management, the Certified Plan Fiduciary Advisor, CPFA designation through the National Association of Plan Advisors (NAPA) and the Chartered Retirement Planning Counselor™, CRPC™ designation conferred by the College for Financial Planning Institutes Corp. Prior to joining Merrill Lynch Wealth Management in 2014, I attained a Bachelor of Business Administration degree in International Business from the Joseph A. Sellinger, S.J, School of Business and Management at Loyola University Maryland and I hold the FINRA Series 7, 63 and 66 registrations as well as Life, Accident, and Health Insurance licenses. Originally from Northern NJ, I live in Manhattan, NY with my wife and son. I enjoy reading, travel, golf and cooking.