David Kim
Advisor at Merrill
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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 Kim is the Senior Resident Director and Wealth Management Advisor at Merrill. In this role, he collaborates with successful families and businesses to help achieve their financial goals by understanding their values and guiding them through investment and risk analysis. His areas of focus include institutional investments, retirement income planning strategies, estate planning, and the development of personalized investment management strategies aligned with clients’ visions.
David began his financial services career in 2005 with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR™ (CPFA), Personal Investment Advisor (PIA), and is a designated Bank of America Merrill Lynch Retirement Benefits Consultant. His qualifications include managing discretionary portfolios incorporating individual securities, Merrill model portfolios, and third-party strategies. In 2019, David was named to Forbes’ "Best-in-State Next-Generation Wealth Advisors" list.
He earned a Bachelor’s degree from Penn State University and is fluent in English, French, and Korean. David is active in his community, participating with United Way and serving as a board member and coach for Mifflin Area Youth Baseball. He lives in Mohnton, Pennsylvania, with his wife, Sarah, and their three children, and enjoys spending time with family as well as studying culinary arts in his spare time.
bank of America, N.A
2012 - Present (14 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2005 - Present (21 years)
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