Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
David Finci is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' long-term goals. With 19 years in the financial industry and 11 years at Merrill Lynch, he offers expertise in managing assets and liabilities through a holistic, goal-based planning approach, focusing on limiting investment portfolio risk. He predominantly works with high-tech executives and engineers in the Bay Area, advising on corporate stock option plans with tailored exit, hedging, and diversification strategies.
Before joining Merrill Lynch in 2014, David served as a Financial Advisor and Vice President at Morgan Stanley from 2007 to 2014 and at Smith Barney from 2000 to 2007. Earlier in his career, he was Vice President for Institutional Taxable Fixed Income at Citicorp from 1990 to 1999. He holds a Bachelor's Degree from Boston University and the Personal Investment Advisor (PIA) designation.
David is actively engaged in his community through participation in the SF Rotary Club in SOMA and maintains personal interests in scuba diving, tennis, and traveling. He adheres to a philosophy of working closely with clients one-on-one to develop customized financial strategies that align with their priorities.
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
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