Advisor at Merrill
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David House is the Resident Director and Wealth Management Advisor at Merrill, where he collaborates with a team of advisors to provide comprehensive planning and investment advice. With over 20 years of experience, David works with successful individuals and multi-generational families nationwide, focusing on personalized financial strategies that address both short-term and long-term goals.
David’s expertise encompasses a broad range of areas including college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. Early in his career, he earned the CERTIFIED FINANCIAL PLANNER® certification in 2008, affirming his commitment to developing strategic financial plans. He holds a Bachelor’s degree and an MBA from Campbell University, along with a Master’s degree from Northeastern University.
Outside of his professional role, David is involved in community volunteering, following Merrill’s tradition of local participation. He enjoys running marathons, visiting National Parks with his family, and spending time supporting his five children in their sporting and extracurricular activities.
Bank of AMerica, N.A.
2020 - Present (6 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2020 - Present (6 years)
Hancock/Whitney Investment Services, Inc.
2017 - 2020 (3 years)
Hancock/Whitney Bank
2015 - 2020 (5 years)
CFP®, ChFC®
Bradenton, FL
Moore Financial Management, Inc.
Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.
Series 66
Palmetto, FL
Edward Jones
Series 63, Series 65
Bradenton, FL
Edward Jones
Series 66
Wimauma, FL
Edward Jones
Series 66
Bradenton, FL
Edward Jones
Series 66
Sun City Center, FL
Edward Jones
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