David Rhodes

Background

About David Rhodes

Since joining Merrill Lynch Wealth Management in 1996, I've devoted myself to allaying clients' concerns over daily investment decisions. That's why I provide discretionary management of their portfolios, using a dynamic investment approach that can respond to market conditions and most importantly, to clients' changing circumstances. Along with my sister, Sabrina Rhodes, and our service-oriented team, The Rhodes Group places tremendous value on the client relationships we've cultivated with generations of loyal clients here in Bryan-College Station, throughout Texas, and across the United States. Among them are engineers, scientists, professors, owners of family businesses, medical professionals, corporate executives, professional athletes, my fellow Texas A&M alumni, retirees who've returned to the area, as well as institutions, trusts and charitable foundations. As an experienced advisory team, we pay careful attention to clients' needs to maximize cash flow, minimize debt, mitigate tax consequences, and have realistic strategies in place for wealth transfer and business succession. And we're committed to enhancing both sides of clients' balance sheets – playing active roles in helping them access residential and securities-based lending for business expansion and purchase second homes. At The Rhodes Group, we focus on "people," not just portfolio management. Accordingly, we meet with clients when and where they prefer – and know many of their children. We're a family that treats clients like family. Helping clients' achieve desired lifestyles and legacies requires that we treat everyone with respect, honesty and dignity. That, we believe, is the foundation of a superior and ongoing wealth management process.