David Casalena

David Casalena serves as the Senior Resident Director and Wealth Management Advisor at Merrill’s Rockford, Illinois office. Since joining Merrill in 1992, he has worked with individuals and families navigating significant life transitions including retirement, home purchases, divorce, and the death of a spouse. His team specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income, helping clients prioritize their essential goals while aiming to build confidence in achieving financial objectives, preserving lifestyle standards, and minimizing unnecessary investment risk.

David holds a bachelor's degree from Rensselaer Polytechnic Institute and the Certified Investment Management Analyst® (CIMA®) designation, along with the Personal Investment Advisor (PIA) credential. He has extensive experience assisting clients with the distribution options related to employer-sponsored plans and company stock plans, including business owners and corporate executives managing significant stock options.

Beyond his professional role, David is actively involved in his community. He chairs the Rosecrance Health Network Foundation Board and coaches youth hockey and baseball with the Rockford Hockey Club and Boys and Girls Club. He resides in Rockford with his wife, Jennifer, and their two children. David is also an avid CrossFitter and has competed at regional, state, and world levels in the Masters Division.