David Yawitz
Senior Financial Advisor at Merrill Lynch
Based in United States
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Seniority
Manager
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About David Yawitz
David is a Financial Advisor with a focus on assessing client needs and customizing our wealth management strategies. His primary role is to help ensure each strategy is best designed to meet the goals of the client. David utilizes the investment resources of Merrill Lynch Wealth Management and banking capabilities of Bank of America to address the various aspects of clients' financial lives. He is driven by his passion for delivering excellent service, getting to know clients and their families on a personal level, and helping clients gain security in their plan for their future.*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.
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