Vice President | Private Wealth Analyst, Investments Merrill Private Wealth Management
I was blessed to grow up in a strong Christian home in Atlanta with loving parents who were actively involved in my life. I met my bride, Jessica, while in college and we were married in 1999. I graduated from Georgia Southern University with a degree in Secondary Math Education and taught AP Statistics and Geometry for 5 years in the Cobb County School District (1999 – 2005). We initially waited to have our own children, but after 10 years of marriage, we knew we were being called to be adoptive parents to my cousin’s 9-year old child, Leighanne. We brought her into our home in 2009 and completed the adoption in 2010. Leighanne was a resident of the Joy House program for about 19 months. Jess and I have called Woodstock our home since 2005 even though our jobs take us to Marietta and Buckhead, respectively. Hobbies include doing home construction projects and traveling to see family in neighboring states.
David joined Merrill Lynch in 2005 after teaching college-level Statistics for five years. David performs sophisticated modeling of financial strategies and constructs customized investment portfolios to match with clients’ risk tolerances and time horizons. David also researches the specific investments utilized in those portfolios and tracks the implementation process for any changes. David holds a CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and also holds a Certified Investment Management Analyst® designation. David is a member of the Investment Management Consultants Association and also holds a Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. He also serves on the Westmoreland Group Investment Committee. David holds a degree in Secondary Math Education from Georgia Southern University where he also swam and worked.