David Bjorklund
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Bjorklund is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a Financial Advisor and Senior Portfolio Advisor with the MacNamara Group in Tysons Corner, VA. He joined the team in June 2018 after graduating from Loyola University Maryland. In his role, David assists with day-to-day operations including handling trades for clients, onboarding new clients, and developing personal wealth analyses.
David holds a Bachelor's Degree in Business Administration with a concentration in Finance and a minor in Information Systems from Loyola University Maryland. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). His experience includes working as an intern with the MacNamara Group in 2017 and helping manage Loyola's endowment during his studies.
Outside of his professional responsibilities, David volunteers as an Assistant Scoutmaster for the Boy Scouts of America. His personal interests include camping, hiking, scuba diving, skiing, traveling, and yoga.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
Family Business
Location
8075 Leesburg Pike
Vienna, VA 22182
Most active in
David B has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas · Virginia
Work history
Bank of America, N.A.
2018 - Present (8 years)
Merrill
2018 - Present (8 years)
Merrill
2017 - 2017 (1 year)
Loyola University Maryland
2016 - 2017 (1 year)
Lawn and Leisure
2016 - 2016 (1 year)
Loyola University Maryland
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Kevin L
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Alexander L
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Christopher R
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Harry G
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Garo P
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
David H
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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