David Hancock
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 Hancock is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. Based in Columbus, Georgia, David provides financial guidance to business owners, entrepreneurs, retirees, and affluent families, helping them address various aspects of their financial lives. He collaborates with clients to articulate their personal, professional, and charitable priorities, focusing on retirement income and cash flow modeling, tax minimization strategies, estate planning, generational wealth transfer, and concentrated stock strategies. David works closely with clients’ attorneys and accountants to develop comprehensive wealth management plans.
David holds a Bachelor’s Degree in Accounting from Samford University’s Brock School of Business. Prior to joining Merrill Lynch, he worked as a Certified Public Accountant at PricewaterhouseCoopers. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David is a member of The Morris Hancock Hall Group, which has been recognized among Forbes’ “Best-in-State Wealth Management Teams” multiple times, and he has been named to several Forbes and Financial Planning industry lists acknowledging his professional contributions.
David and his wife, Halley, live in Columbus with their four children. He is an active member of CrossPointe Church and serves on the boards of Lantern Vision and Clement Arts. In his personal time, David enjoys reading, tennis, and spending time with his family.
Bank Of America, N.a.
2015 - Present (11 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2014 - Present (12 years)
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