David Milligan Jr.
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 Milligan is a Wealth Management Advisor and principal of The Deelstra Group at Merrill Lynch Wealth Management. In his role, he leads planning initiatives, working with clients to clarify their financial objectives and design tailored strategies. His client base includes business owners, executives, professionals, and multigenerational families, with a focus on retirement readiness, investment alignment, risk mitigation, and legacy planning. David integrates a disciplined, process-driven approach that emphasizes balanced advice and clear organization.
David has been with Merrill Lynch Wealth Management since 2016. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Retirement Income Certified Professional® designation, among other professional credentials. He earned a Bachelor’s degree in Business Administration from California State University Monterey Bay. Prior to his career in financial advising, David served as Head Golf Professional at Bayonet Black Horse Golf Course.
Outside of his professional work, David enjoys golfing and spending time with his family. He coaches his twin sons in Little League baseball and participates actively in his children’s sports activities.
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
General retirement planning
Retirement income strategy
Wealth management
ESG / Sustainable investing
Income planning
Demographic focus
Approaching retirement
Parents
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Location
555 Capitol Mall
Sacramento, CA 95814
Most active in
David M has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Bank of AMerica, N.A.
2016 - Present (10 years)
Merrill
2016 - Present (10 years)
Bayonet Black Horse Golf Course
2011 - 2016 (5 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.
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