David Staley

Background

About David Staley

I am celebrating 20 years at Merrill Lynch Wealth Management and relationships with clients that span generations. I am also humbled to be tasked with running the Merrill Huntsville office. From my father – a banker – I learned the challenges facing business owners and other successful people. After graduating from the University of Alabama Huntsville with a Finance degree and an MBA, I joined Merrill. Today, I find my rigorous industry training helps me bring exceptional value to clients who deserve nothing less. I hold: • The CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. • The Certified Divorce Financial Analyst®, CDFA® certification from the Institute for Divorce Financial Analysts™. • The Chartered Retirement Planning Counselor™, CRPC™ designation from the The College for Financial Planning Institutes Corp. At The Staley Dunn Wilson Wealth Management Group, our deep industry knowledge is matched by our grasp of each client's view of wealth and the world. They include ambitious business owners, professionals, engineers, former military, retirees, divorcees and widows in 22 states. Like many clients, I believe my greatest talent is being able to recognize and seize opportunity. By developing a solid idea of a client's financial picture – and identifying areas of strength and weakness – I help clients enjoy fulfilling retirements, create legacies, fund a child's education, and more. While a previous advisor may have built a "set it and forget it" wealth or retirement strategy, I engage regularly with both spouses and entire families when possible. That's the best way I know to craft effective multi-generational strategies that account for a range of factors. WHAT INSPIRES MY BEST EFFORTS? • Having the tools, technology and team that can enhance a client's wealth and outlook. • Making a lasting impact on clients' lifestyles and legacies. • Being married to my wonderful wife, Krista, and our two boys.