Irvin David
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
Irvin David is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2004, focusing on wealth management strategies, retirement planning, education solutions, and credit and lending services offered through Bank of America. Irvin works closely with clients to develop personalized financial plans that align with their life priorities and goals.
Irvin earned a Bachelor's degree from the College of Business at Colorado State University. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and small business strategies.
Born and raised in South Louisiana, Irvin is married to his wife, Elise, and they have five children. He participates in his community by serving on the St John's Parish Finance Council. Outside of work, he enjoys boating, football, hiking, and spending time with his family.
Expertise
Wealth management
General retirement planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Divorce financial planning
Demographic focus
Married/Couples/Partners
Parents
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2004 - Present (22 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.
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