David Vallie
Senior Financial Advisor, Senior Vice President at Merrill Lynch
Based in Detroit, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Detroit
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
Phone
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Background
About David Vallie
David Vallie, Senior Vice President, Senior Financial Advisor, has 28 years of experience in the financial services industry. He joined Merrill in November of 2012. David places a strong emphasis on creating proactive financial strategies that allow clients to achieve their individual goals throughout the different stages of their lives. David focuses on advising and developing retirement strategies for high-net-worth individuals, professional athletes, and successful business owners. He thoroughly enjoys developing strong relationships with clients and helping them achieve their financial goals as they navigate through their lives.
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