Advisor at Merrill
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David Haslam is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has worked with individuals, families, and businesses to create personalized financial strategies that align with their goals and risk tolerance. His expertise includes retirement planning, family wealth management, business financial strategies, tax minimization, and legacy planning. David employs a disciplined approach supported by Merrill's market research, technology, and specialized teams to help clients pursue their financial objectives.
David holds a Bachelor's Degree in Business from St. Leo University and has 30 years of experience in business finance, management, and development. He is a Personal Investment Advisor (PIA) and focuses particularly on assisting those near or in retirement, as well as entrepreneurs and business owners seeking both short- and long-term financial strategies. David is committed to delivering service in a family office environment tailored to meet and exceed client expectations.
Outside of his professional role, David participates in community activities, including volunteering with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often engaging in sporting events and outdoor activities throughout Florida.
Bank of America, N.A.
2012 - Present (14 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2011 - Present (15 years)
CFP®, Series 66
Ocala, FL
Edward Jones
ChFC®, Series 66
Ocala, FL
Edward Jones
Series 63, Series 66
Ocala, FL
Edward Jones
Series 66
Ocala, FL
Edward Jones
Series 66
Ocala, FL
Edward Jones
Series 66
Ocala, FL
Merrill
Kelly Pabst is a Senior Financial Advisor based in the Ocala, Florida office of Merrill Lynch Wealth Management. She brings a personalized approach to wealth management, focusing on developing financial strategies tailored to help clients pursue their long-term goals. Kelly offers expertise in several areas including divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income planning. An Ocala native, Kelly earned her Bachelor's degree from the University of Florida. She began her career in nonprofit fundraising before joining Merrill Lynch Wealth Management in 2013, following in her father’s footsteps. Kelly holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to her hometown community and volunteers with organizations such as Boys and Girls Club of Marion County, Interfaith Emergency Services, and United Way of Marion County.
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