David Evans
Advisor at Merrill
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.
Advisor at Merrill
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.
David Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in North Central West Virginia and Southwestern Pennsylvania. He specializes in developing personalized wealth management strategies that align with clients' life priorities, focusing on goals-based investing and making adjustments as needed to help clients pursue their long-term financial objectives.
David's expertise includes retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, cash management, equity and fixed-income strategies, estate planning services, and various types of IRAs and 401(k) plans. He holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA).
He earned a Bachelor's Degree from West Virginia University. Outside of his professional work, David enjoys adventure sports, boating, camping, fishing, football, golfing, skiing, soccer, spending time with his family, and traveling. He also participates in community volunteering activities as part of the Merrill tradition of community involvement.
BANK of AMERICA, N.A.
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
Transamerica
2018 - 2019 (1 year)
West Virginia University
2014 - 2018 (4 years)
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