David Eddy
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.
Firm
Merrill
Location
Breaux Bridge, LA
Credentials
Series 63, Series 65
Industry experience
25 years
About
David Eddy serves as a Resident Director at Merrill, bringing extensive experience in financial and wealth management advice. He works with affluent families, corporate executives, and business owners, focusing on personalized strategies for family wealth management, liquidity management, retirement planning, portfolio management, and small business strategies. David’s approach is centered on developing individualized financial strategies aligned with clients’ long-term goals.
David holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Louisiana at Lafayette. David has been a financial advisor since 2000 and joined Merrill in 2003. His expertise includes investment and liability management, as well as estate and wealth transfer planning services.
Residing in Breaux Bridge, Louisiana, David and his wife Michelle have three children. They are active members of St. Bernard Catholic Church. Outside of work, David enjoys basketball, camping, chess, football, reading, running, table tennis, and spending time with his family.
Expertise
Wealth management
Retirement income strategy
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Established Professionals
Married/Couples/Partners
Parents
Work history
Bank of America,N.A.
2011 - Present (15 years)
Merrill Lynch Pierce Fenner & Smith Inc
2003 - Present (23 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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