Advisor at Merrill
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.
David Foster is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he supports clients by providing personalized financial advice, retirement planning, and ongoing performance tracking. He works closely with individuals and small business clients to help optimize their retirement plan benefits and develop strategies tailored to their financial goals.
With over 17 years of experience at Merrill, Foster’s expertise includes divorce transition planning, family wealth management strategies, defined benefit and defined contribution plan consulting, portfolio management, and retirement income planning. He holds professional certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).
Foster earned a Bachelor’s degree in Information Technology and Business Communication from Robert Morris University. He resides in Upper St. Clair, Pennsylvania, with his two children, and enjoys attending their events as well as recreational activities such as boating, camping, fishing, football, golfing, hunting, and skiing.
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2006 - Present (20 years)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!
Series 66
Pittsburgh, PA
Edward Jones
Series 63, Series 66
Bethel Park, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
CFP®, Series 66
Oakmont, PA
Edward Jones
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
